Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$222K Hold
2025
Q2
$238K Hold
2025
Q1
$227K Hold
2024
Q4
$220K Hold
2024
Q3
$213K Buy
2023
Q1
Sell
2022
Q4
$160K Hold
2022
Q3
$165K Hold
2022
Q2
$168K Hold
2022
Q1
$202K Buy