Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$170K Sell
2025
Q2
$196K Hold
2025
Q1
$181K Hold
2024
Q4
$161K Hold
2024
Q3
$181K Hold
2024
Q2
$154K Hold
2024
Q1
$151K Hold
2023
Q4
$133K Hold
2023
Q3
$106K Hold
2023
Q2
$109K Hold
2023
Q1
$102K Sell
2022
Q4
$102K Buy