Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$422K Hold
2025
Q2
$340K Hold
2025
Q1
$368K Hold
2024
Q4
$415K Buy
2024
Q3
$339K Buy
2024
Q2
$307K Hold
2024
Q1
$250K Buy
2023
Q4
$280K Buy