Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$393K Hold
2025
Q2
$324K Hold
2025
Q1
$224K Hold
2024
Q4
$275K Hold
2024
Q3
$260K Hold
2024
Q2
$221K Hold
2024
Q1
$212K Buy