Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$174K Hold
2025
Q2
$263K Hold
2025
Q1
$202K Buy
2024
Q4
$226K Hold
2024
Q3
$285K Hold
2024
Q2
$278K Hold
2024
Q1
$313K Hold
2023
Q4
$264K Hold
2023
Q3
$192K Buy