Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$450K Hold
2025
Q2
$350K Hold
2025
Q1
$224K Hold
2024
Q4
$267K Hold
2024
Q3
$273K Hold
2024
Q2
$226K Hold
2024
Q1
$201K Hold
2023
Q4
$169K Buy