Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$138K Hold
2025
Q2
$120K Hold
2025
Q1
$135K Hold
2024
Q4
$118K Sell
2024
Q3
$126K Hold
2024
Q2
$145K Hold
2024
Q1
$151K Hold
2023
Q4
$142K Hold
2023
Q3
$156K Hold
2023
Q2
$142K Hold
2023
Q1
$153K Hold
2022
Q4
$140K Hold
2022
Q3
$115K Buy