Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$517K Hold
2025
Q2
$505K Hold
2025
Q1
$430K Hold
2024
Q4
$525K Hold
2024
Q3
$430K Hold
2024
Q2
$425K Hold
2024
Q1
$488K Hold
2023
Q4
$350K Buy