Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$199K Hold
2024
Q3
$227K Hold
2024
Q2
$248K Hold
2024
Q1
$264K Hold
2023
Q4
$218K Hold
2023
Q3
$206K Hold
2023
Q2
$231K Hold
2023
Q1
$213K Hold
2022
Q4
$222K Buy