Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$157K Hold
2025
Q1
$175K Sell
2024
Q4
$293K Hold
2024
Q3
$362K Hold
2024
Q2
$352K Hold
2024
Q1
$320K Hold
2023
Q4
$324K Hold
2023
Q3
$302K Hold
2023
Q2
$250K Buy
2023
Q1
$257K Hold
2022
Q4
$279K Buy