Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$163K Hold
2025
Q2
$154K Hold
2025
Q1
$162K Hold
2024
Q4
$151K Hold
2024
Q3
$153K Hold
2024
Q2
$130K Hold
2024
Q1
$125K Hold
2023
Q4
$120K Sell
2023
Q3
$115K Hold
2023
Q2
$104K Sell
2023
Q1
$103K Hold
2022
Q4
$115K Hold
2022
Q3
$90K Hold
2022
Q2
$89K Sell
2022
Q1
$112K Buy