Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$225K Hold
2025
Q2
$222K Hold
2025
Q1
$231K Buy
2024
Q4
Sell
2024
Q3
$208K Hold
2024
Q2
$227K Hold
2024
Q1
$211K Sell
2023
Q4
$207K Hold
2023
Q3
$203K Buy
2023
Q1
Sell
2022
Q4
$201K Buy