Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$441K Hold
2025
Q2
$452K Hold
2025
Q1
$442K Hold
2024
Q4
$356K Hold
2024
Q3
$344K Sell
2024
Q2
$309K Hold
2024
Q1
$285K Hold
2023
Q4
$272K Buy