Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$201K Hold
2025
Q2
$225K Hold
2025
Q1
$202K Hold
2024
Q4
$219K Hold
2024
Q3
$285K Hold
2024
Q2
$282K Hold
2024
Q1
$322K Hold
2023
Q4
$286K Hold
2023
Q3
$254K Buy