Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$383K Hold
2025
Q2
$383K Hold
2025
Q1
$428K Buy
2024
Q4
$221K Hold
2024
Q3
$215K Hold
2024
Q2
$181K Hold
2024
Q1
$206K Hold
2023
Q4
$180K Hold
2023
Q3
$200K Hold
2023
Q2
$213K Hold
2023
Q1
$195K Hold
2022
Q4
$185K Buy
2022
Q3
$0 Sell
2022
Q2
$0 Sell
2022
Q1
$0 Buy