Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$257K Hold
2025
Q2
$297K Hold
2025
Q1
$317K Hold
2024
Q4
$315K Hold
2024
Q3
$335K Hold
2024
Q2
$286K Hold
2024
Q1
$329K Hold
2023
Q4
$311K Buy