Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$164K Hold
2025
Q2
$167K Hold
2025
Q1
$151K Hold
2024
Q4
$164K Hold
2024
Q3
$171K Hold
2024
Q2
$162K Sell
2024
Q1
$198K Hold
2023
Q4
$202K Buy