Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$309K Hold
2025
Q2
$278K Hold
2025
Q1
$287K Hold
2024
Q4
$356K Hold
2024
Q3
$363K Hold
2024
Q2
$374K Hold
2024
Q1
$318K Buy