Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$320K Buy
2025
Q2
$212K Buy
2025
Q1
$152K Buy
2024
Q4
$176K Buy
2024
Q3
$145K Buy
2024
Q2
$111K Hold
2024
Q1
$86.8K Hold
2023
Q4
$66.4K Buy