Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$200K Hold
2025
Q2
$170K Hold
2025
Q1
$210K Buy
2024
Q4
$177K Hold
2024
Q3
$157K Hold
2024
Q2
$179K Hold
2024
Q1
$219K Hold
2023
Q4
$231K Hold
2023
Q3
$169K Hold
2023
Q2
$199K Hold
2023
Q1
$217K Hold
2022
Q4
$244K Buy
2022
Q3
$153K Hold
2022
Q2
$136K Buy