Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$105K Hold
2025
Q1
$99.8K Hold
2024
Q4
$109K Hold
2024
Q3
$115K Hold
2024
Q2
$99.8K Hold
2024
Q1
$110K Hold
2023
Q4
$107K Hold
2023
Q3
$98.5K Hold
2023
Q2
$105K Hold
2023
Q1
$96.3K Hold
2022
Q4
$86K Hold
2022
Q3
$75K Hold
2022
Q2
$80K Hold
2022
Q1
$80K Hold
2021
Q4
$88K Hold
2021
Q3
$85K Buy