Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$305K Hold
2025
Q2
$315K Hold
2025
Q1
$327K Hold
2024
Q4
$292K Hold
2024
Q3
$272K Buy
2024
Q2
$182K Buy
2024
Q1
$81.6K Buy
2023
Q2
Sell
2023
Q1
$202K Sell
2022
Q4
$234K Buy