Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$118K Hold
2025
Q2
$114K Hold
2025
Q1
$122K Hold
2024
Q4
$141K Hold
2024
Q3
$137K Hold
2024
Q2
$150K Hold
2024
Q1
$145K Hold
2023
Q4
$126K Buy