Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$139K Hold
2025
Q2
$136K Hold
2025
Q1
$116K Hold
2024
Q4
$141K Hold
2024
Q3
$116K Hold
2024
Q2
$114K Hold
2024
Q1
$131K Hold
2023
Q4
$94.2K Hold
2023
Q3
$80.3K Hold
2023
Q2
$63.4K Hold
2023
Q1
$34.3K Hold
2022
Q4
$35.8K Sell
2022
Q3
$48K Hold
2022
Q2
$52K Hold
2022
Q1
$78K Hold
2021
Q4
$83K Hold
2021
Q3
$86K Sell
2021
Q2
$150K Buy
2020
Q4
$128K Buy