Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$194K Hold
2025
Q2
$120K Hold
2025
Q1
$131K Sell
2024
Q4
$160K Hold
2024
Q3
$191K Hold
2024
Q2
$147K Hold
2024
Q1
$145K Sell
2023
Q4
$190K Hold
2023
Q3
$215K Hold
2023
Q2
$278K Hold
2023
Q1
$409K Hold
2022
Q4
$363K Buy