Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$260K Hold
2025
Q2
$257K Hold
2025
Q1
$287K Hold
2024
Q4
$240K Hold
2024
Q3
$296K Hold
2024
Q2
$287K Hold
2024
Q1
$262K Buy
2022
Q4
$242K Buy