Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$153K Hold
2025
Q1
$118K Hold
2024
Q4
$197K Buy
2024
Q2
Sell
2024
Q1
$133K Hold
2023
Q4
$113K Hold
2023
Q3
$180K Hold
2023
Q2
$275K Hold
2023
Q1
$134K Buy