Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$258K Hold
2025
Q2
$298K Hold
2025
Q1
$232K Hold
2024
Q4
$238K Hold
2024
Q3
$235K Hold
2024
Q2
$248K Hold
2024
Q1
$246K Hold
2023
Q4
$236K Buy
2023
Q1
Sell
2022
Q4
$147K Hold
2022
Q3
$146K Hold
2022
Q2
$146K Hold
2022
Q1
$182K Hold
2021
Q4
$243K Buy