Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$337K Buy
2025
Q2
$258K Hold
2025
Q1
$313K Hold
2024
Q4
$288K Hold
2024
Q3
$288K Hold
2024
Q2
$257K Hold
2024
Q1
$253K Buy