Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$345K Hold
2025
Q2
$355K Hold
2025
Q1
$370K Hold
2024
Q4
$338K Hold
2024
Q3
$353K Hold
2024
Q2
$312K Hold
2024
Q1
$317K Hold
2023
Q4
$277K Hold
2023
Q3
$255K Hold
2023
Q2
$236K Hold
2023
Q1
$238K Hold
2022
Q4
$270K Buy