Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$133K Hold
2025
Q2
$148K Sell
2025
Q1
$201K Hold
2024
Q4
$204K Hold
2024
Q3
$185K Hold
2024
Q2
$165K Buy
2024
Q1
$146K Hold
2023
Q4
$128K Hold
2023
Q3
$115K Buy
2023
Q2
$92.8K Hold
2023
Q1
$95.5K Hold
2022
Q4
$98.7K Buy