Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$112K Hold
2025
Q2
$100K Hold
2025
Q1
$109K Hold
2024
Q4
$122K Hold
2024
Q3
$155K Hold
2024
Q2
$185K Hold
2024
Q1
$173K Hold
2023
Q4
$207K Hold
2023
Q3
$206K Sell
2023
Q2
$328K Hold
2023
Q1
$320K Hold
2022
Q4
$318K Buy