Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$339K Hold
2025
Q2
$373K Hold
2025
Q1
$357K Hold
2024
Q4
$381K Hold
2024
Q3
$390K Hold
2024
Q2
$367K Hold
2024
Q1
$360K Hold
2023
Q4
$313K Hold
2023
Q3
$284K Buy
2023
Q2
$274K Buy
2023
Q1
Sell
2022
Q4
$150K Buy