Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$101K Hold
2025
Q2
$99.5K Hold
2025
Q1
$98.7K Buy
2024
Q4
Sell
2024
Q3
$263K Hold
2024
Q2
$242K Hold
2024
Q1
$256K Hold
2023
Q4
$227K Hold
2023
Q3
$206K Hold
2023
Q2
$210K Buy
2021
Q1
Sell
2020
Q4
$436K Buy