Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$355K Hold
2025
Q2
$378K Hold
2025
Q1
$399K Buy
2024
Q4
$248K Buy
2024
Q3
$234K Buy
2024
Q2
$191K Hold
2024
Q1
$186K Hold
2023
Q4
$217K Hold
2023
Q3
$191K Hold
2023
Q2
$189K Hold
2023
Q1
$183K Hold
2022
Q4
$161K Hold
2022
Q3
$163K Buy