Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$299K Hold
2025
Q2
$286K Hold
2025
Q1
$217K Hold
2024
Q4
$265K Hold
2024
Q3
$265K Hold
2024
Q2
$251K Hold
2024
Q1
$250K Buy