Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$117K Hold
2025
Q1
$106K Hold
2024
Q4
$110K Hold
2024
Q3
$88.6K Hold
2024
Q2
$82.8K Hold
2024
Q1
$73.2K Hold
2023
Q4
$78.6K Hold
2023
Q3
$82.5K Hold
2023
Q2
$80K Sell
2023
Q1
$70.5K Buy
2022
Q4
$75.1K Hold
2022
Q3
$61K Hold
2022
Q2
$59K Hold
2022
Q1
$82K Buy