Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$209K Hold
2025
Q1
$220K Hold
2024
Q4
$205K Hold
2024
Q3
$221K Hold
2024
Q2
$177K Buy
2024
Q1
$168K Hold
2023
Q4
$161K Hold
2023
Q3
$150K Hold
2023
Q2
$136K Hold
2023
Q1
$126K Sell
2022
Q4
$141K Hold
2022
Q3
$110K Hold
2022
Q2
$109K Buy
2022
Q1
$126K Buy
2021
Q4
$76K Buy
2021
Q3
$32K Hold
2021
Q2
$33K Buy
2020
Q4
$28K Buy