Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$115K Hold
2025
Q2
$123K Hold
2025
Q1
$126K Hold
2024
Q4
$106K Hold
2024
Q3
$104K Hold
2024
Q2
$90.1K Hold
2024
Q1
$84.4K Hold
2023
Q4
$81.5K Buy