Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$217K Hold
2025
Q2
$214K Hold
2025
Q1
$212K Buy
2024
Q4
Sell
2024
Q3
$368K Hold
2024
Q2
$338K Buy
2024
Q1
$355K Hold
2023
Q4
$314K Sell
2023
Q3
$372K Hold
2023
Q2
$380K Hold
2023
Q1
$355K Sell
2022
Q4
$363K Sell
2022
Q3
$337K Buy
2022
Q2
$315K Buy
2022
Q1
$316K Buy