Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$281K Hold
2025
Q2
$266K Hold
2025
Q1
$280K Hold
2024
Q4
$261K Hold
2024
Q3
$282K Hold
2024
Q2
$225K Hold
2024
Q1
$216K Hold
2023
Q4
$208K Buy
2019
Q4
Sell
2019
Q3
$521K Buy