Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$273K Buy
2025
Q2
$261K Buy
2025
Q1
$242K Buy
2024
Q4
$234K Buy
2024
Q3
$302K Buy
2024
Q2
$317K Buy
2024
Q1
$360K Hold
2023
Q4
$317K Buy
2023
Q3
$284K Buy
2023
Q2
$256K Buy
2023
Q1
$220K Buy