Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$274K Buy
2025
Q2
$201K Hold
2025
Q1
$181K Hold
2024
Q4
$189K Hold
2024
Q3
$152K Hold
2024
Q2
$142K Buy
2024
Q1
$94.2K Hold
2023
Q4
$101K Buy