Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$245K Hold
2025
Q2
$252K Hold
2025
Q1
$262K Hold
2024
Q4
$235K Hold
2024
Q3
$218K Hold
2024
Q2
$209K Hold
2024
Q1
$204K Buy
2023
Q4
Sell
2023
Q3
$349K Buy