Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$345K Buy
2025
Q2
$338K Buy
2025
Q1
$334K Buy
2024
Q4
$285K Sell
2024
Q3
$363K Buy
2024
Q2
$329K Buy
2024
Q1
$319K Buy
2023
Q4
$246K Buy