Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$209K Hold
2025
Q2
$203K Hold
2025
Q1
$249K Hold
2024
Q4
$274K Hold
2024
Q3
$278K Hold
2024
Q2
$232K Hold
2024
Q1
$260K Hold
2023
Q4
$242K Hold
2023
Q3
$219K Hold
2023
Q2
$268K Hold
2023
Q1
$263K Hold
2022
Q4
$239K Hold
2022
Q3
$226K Sell
2022
Q2
$239K Sell
2022
Q1
$251K Buy