Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$371K Hold
2025
Q2
$235K Hold
2025
Q1
$193K Hold
2024
Q4
$316K Hold
2024
Q3
$209K Hold
2024
Q2
$226K Hold
2024
Q1
$207K Hold
2023
Q4
$166K Buy
2023
Q3
$139K Buy