Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$285K Hold
2025
Q2
$285K Buy
2025
Q1
$253K Buy
2024
Q4
$243K Sell
2024
Q3
$264K Buy
2024
Q2
$235K Buy
2024
Q1
$247K Buy
2023
Q4
$250K Buy