Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$150K Hold
2025
Q2
$141K Hold
2025
Q1
$149K Hold
2024
Q4
$138K Hold
2024
Q3
$150K Sell
2024
Q2
$120K Buy
2024
Q1
$115K Hold
2023
Q4
$110K Hold
2023
Q3
$103K Hold
2023
Q2
$93.4K Buy
2023
Q1
$85.8K Buy
2022
Q4
$95.1K Hold
2022
Q3
$95.1K Buy