Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$154K Hold
2025
Q2
$150K Hold
2025
Q1
$192K Hold
2024
Q4
$180K Hold
2024
Q3
$169K Hold
2024
Q2
$79.1K Hold
2024
Q1
$80.5K Hold
2023
Q4
$125K Buy