Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$405K Hold
2025
Q2
$328K Hold
2025
Q1
$241K Hold
2024
Q4
$286K Hold
2024
Q3
$252K Buy
2024
Q2
$228K Buy
2014
Q4
Sell
2014
Q3
$234K Buy