Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$390K Hold
2025
Q2
$314K Hold
2025
Q1
$340K Hold
2024
Q4
$384K Hold
2024
Q3
$357K Hold
2024
Q2
$323K Hold
2024
Q1
$263K Hold
2023
Q4
$295K Buy