Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$173K Hold
2025
Q2
$232K Hold
2025
Q1
$297K Hold
2024
Q4
$276K Hold
2024
Q3
$242K Hold
2024
Q2
$200K Hold
2024
Q1
$215K Sell
2023
Q4
$199K Hold
2023
Q3
$169K Hold
2023
Q2
$189K Hold
2023
Q1
$169K Hold
2022
Q4
$151K Hold
2022
Q3
$140K Sell
2022
Q2
$141K Buy
2022
Q1
$148K Buy
2021
Q4
$140K Buy