Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$175K Hold
2025
Q2
$175K Hold
2025
Q1
$196K Hold
2024
Q4
$177K Hold
2024
Q3
$170K Hold
2024
Q2
$144K Hold
2024
Q1
$164K Hold
2023
Q4
$143K Hold
2023
Q3
$159K Hold
2023
Q2
$170K Hold
2023
Q1
$155K Hold
2022
Q4
$148K Buy