Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$286K Hold
2025
Q2
$295K Hold
2025
Q1
$306K Hold
2024
Q4
$274K Hold
2024
Q3
$254K Hold
2024
Q2
$244K Hold
2024
Q1
$238K Hold
2023
Q4
$210K Hold
2023
Q3
$203K Buy