Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$123K Buy
2025
Q2
$123K Sell
2025
Q1
$144K Buy
2024
Q4
$118K Hold
2024
Q3
$123K Sell
2024
Q2
$119K Hold
2024
Q1
$121K Hold
2023
Q4
$105K Hold
2023
Q3
$97K Hold
2023
Q2
$89.7K Hold
2023
Q1
$90.5K Buy