Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$232K Buy
2025
Q2
$187K Hold
2025
Q1
$170K Hold
2024
Q4
$181K Hold
2024
Q3
$153K Hold
2024
Q2
$183K Hold
2024
Q1
$149K Buy
2023
Q4
$286K Buy
2023
Q3
$282K Buy
2023
Q2
$168K Buy