Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$460K Hold
2025
Q2
$381K Hold
2025
Q1
$315K Hold
2024
Q4
$329K Hold
2024
Q3
$396K Hold
2024
Q2
$486K Buy
2024
Q1
$458K Hold
2023
Q4
$357K Hold
2023
Q3
$278K Hold
2023
Q2
$342K Hold
2023
Q1
$321K Hold
2022
Q4
$258K Buy