Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$291K Hold
2025
Q2
$233K Buy
2025
Q1
$255K Hold
2024
Q4
$216K Hold
2024
Q3
$240K Hold
2024
Q2
$208K Hold
2024
Q1
$221K Buy