Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$313K Hold
2025
Q2
$322K Hold
2025
Q1
$235K Hold
2024
Q4
$304K Hold
2024
Q3
$272K Hold
2024
Q2
$257K Hold
2024
Q1
$256K Hold
2023
Q4
$226K Buy