Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$180K Hold
2025
Q2
$181K Hold
2025
Q1
$104K Hold
2024
Q4
$96.9K Hold
2024
Q3
$87.3K Hold
2024
Q2
$93.4K Hold
2024
Q1
$207K Hold
2023
Q4
$275K Buy
2023
Q3
$202K Hold
2023
Q2
$303K Hold
2023
Q1
$268K Sell
2022
Q4
$320K Buy
2022
Q3
$168K Hold
2022
Q2
$163K Hold
2022
Q1
$228K Hold
2021
Q4
$257K Buy