Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$255K Hold
2025
Q2
$254K Hold
2025
Q1
$263K Hold
2024
Q4
$295K Hold
2024
Q3
$357K Hold
2024
Q2
$321K Hold
2024
Q1
$321K Hold
2023
Q4
$297K Sell
2023
Q3
$319K Hold
2023
Q2
$308K Hold
2023
Q1
$324K Buy