Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$134K Hold
2025
Q2
$136K Hold
2025
Q1
$115K Sell
2024
Q4
$226K Hold
2024
Q3
$300K Hold
2024
Q2
$225K Hold
2024
Q1
$240K Hold
2023
Q4
$244K Buy
2023
Q3
$161K Buy
2023
Q1
Sell
2022
Q4
$60K Hold
2022
Q3
$57K Buy
2022
Q2
$59K Buy