Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$370K Buy
2025
Q1
$247K Buy
2024
Q4
$229K Buy
2023
Q4
Sell
2023
Q3
$229K Buy
2023
Q2
$244K Buy
2023
Q1
$191K Buy
2022
Q4
$190K Buy