Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$352K Hold
2025
Q2
$339K Hold
2025
Q1
$324K Hold
2024
Q4
$278K Hold
2024
Q3
$303K Hold
2024
Q2
$293K Hold
2024
Q1
$278K Buy
2021
Q4
Sell
2021
Q3
$212K Buy