Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$127K Hold
2025
Q2
$132K Hold
2025
Q1
$112K Hold
2024
Q4
$98.7K Hold
2024
Q3
$99.3K Hold
2024
Q2
$77.7K Hold
2024
Q1
$85.7K Hold
2023
Q4
$73.4K Hold
2023
Q3
$63K Sell
2023
Q2
$127K Hold
2023
Q1
$124K Buy
2022
Q4
$126K Buy