Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$187K Hold
2025
Q2
$171K Hold
2025
Q1
$154K Sell
2024
Q4
$146K Buy
2024
Q3
$121K Hold
2024
Q2
$94.7K Hold
2024
Q1
$104K Hold
2023
Q4
$98.4K Hold
2023
Q3
$88.6K Hold
2023
Q2
$80.4K Hold
2023
Q1
$80.1K Hold
2022
Q4
$78.9K Buy