Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$110K Hold
2025
Q1
$110K Hold
2024
Q4
$102K Hold
2024
Q3
$94.9K Hold
2024
Q2
$89.7K Hold
2024
Q1
$93.9K Hold
2023
Q4
$83.5K Hold
2023
Q3
$76K Hold
2023
Q2
$71.3K Hold
2023
Q1
$69.6K Sell
2022
Q4
$70.1K Hold
2022
Q3
$60K Hold
2022
Q2
$71K Hold
2022
Q1
$78K Hold
2021
Q4
$69K Buy
2021
Q3
$65K Hold
2021
Q2
$66K Buy
2020
Q4
$54K Buy