Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$267K Hold
2025
Q2
$277K Hold
2025
Q1
$274K Hold
2024
Q4
$247K Hold
2024
Q3
$215K Hold
2024
Q2
$205K Buy
2024
Q1
$181K Hold
2023
Q4
$169K Hold
2023
Q3
$150K Sell
2023
Q2
$164K Hold
2023
Q1
$156K Hold
2022
Q4
$143K Buy
2022
Q3
$113K Hold
2022
Q2
$125K Hold
2022
Q1
$141K Buy
2021
Q4
$123K Buy