Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$274K Hold
2025
Q2
$301K Hold
2025
Q1
$298K Hold
2024
Q4
$346K Hold
2024
Q3
$403K Hold
2024
Q2
$432K Hold
2024
Q1
$393K Hold
2023
Q4
$464K Hold
2023
Q3
$397K Hold
2023
Q2
$380K Hold
2023
Q1
$300K Hold
2022
Q4
$262K Buy