Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$223K Hold
2025
Q1
$202K Hold
2024
Q4
$220K Hold
2024
Q3
$228K Hold
2024
Q2
$216K Hold
2024
Q1
$208K Hold
2023
Q4
$212K Hold
2023
Q3
$202K Hold
2023
Q2
$212K Buy