Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$443K Hold
2025
Q2
$357K Hold
2025
Q1
$421K Hold
2024
Q4
$435K Buy
2024
Q3
$389K Hold
2024
Q2
$327K Hold
2024
Q1
$307K Hold
2023
Q4
$327K Buy