Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$155K Buy
2025
Q1
$14.5K Hold
2024
Q4
$16.4K Hold
2024
Q3
$19.6K Hold
2024
Q2
$15.2K Hold
2024
Q1
$16.2K Hold
2023
Q4
$14K Hold
2023
Q3
$11.9K Hold
2023
Q2
$12.7K Hold
2023
Q1
$11.1K Hold
2022
Q4
$9K Hold
2022
Q3
$8K Hold
2022
Q2
$8K Hold
2022
Q1
$9K Hold
2021
Q4
$12K Hold
2021
Q3
$10K Buy
2021
Q1
Sell
2020
Q4
$4K Buy