Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$278K Hold
2025
Q2
$303K Hold
2025
Q1
$319K Hold
2024
Q4
$239K Hold
2024
Q3
$226K Hold
2024
Q2
$284K Hold
2024
Q1
$318K Buy