Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$167K Hold
2025
Q2
$144K Hold
2025
Q1
$146K Hold
2024
Q4
$146K Hold
2024
Q3
$186K Hold
2024
Q2
$171K Hold
2024
Q1
$173K Hold
2023
Q4
$205K Hold
2023
Q3
$171K Hold
2023
Q2
$179K Hold
2023
Q1
$190K Hold
2022
Q4
$186K Hold
2022
Q3
$150K Hold
2022
Q2
$169K Sell
2022
Q1
$232K Buy