Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$225K Hold
2025
Q2
$226K Hold
2025
Q1
$271K Hold
2024
Q4
$268K Hold
2024
Q3
$380K Buy
2024
Q2
$272K Hold
2024
Q1
$290K Buy
2023
Q4
$288K Hold
2023
Q3
$219K Buy
2023
Q2
$190K Buy