Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$149K Hold
2025
Q2
$113K Hold
2025
Q1
$95.4K Hold
2024
Q4
$118K Hold
2024
Q3
$106K Hold
2024
Q2
$109K Hold
2024
Q1
$109K Hold
2023
Q4
$112K Hold
2023
Q3
$100K Hold
2023
Q2
$96K Hold
2023
Q1
$71K Hold
2022
Q4
$65K Hold
2022
Q3
$59K Hold
2022
Q2
$66K Buy