Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$222K Hold
2025
Q2
$200K Hold
2025
Q1
$193K Hold
2024
Q4
$247K Hold
2024
Q3
$161K Hold
2024
Q2
$193K Hold
2024
Q1
$188K Hold
2023
Q4
$192K Hold
2023
Q3
$178K Hold
2023
Q2
$133K Hold
2023
Q1
$152K Buy