Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$178K Hold
2025
Q2
$193K Hold
2025
Q1
$186K Hold
2024
Q4
$148K Hold
2024
Q3
$195K Hold
2024
Q2
$164K Hold
2024
Q1
$198K Hold
2023
Q4
$224K Hold
2023
Q3
$206K Hold
2023
Q2
$254K Hold
2023
Q1
$226K Hold
2022
Q4
$218K Buy