Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$266K Hold
2025
Q1
$242K Hold
2024
Q4
$216K Hold
2024
Q3
$234K Hold
2024
Q2
$225K Hold
2024
Q1
$222K Hold
2023
Q4
$211K Hold
2023
Q3
$176K Hold
2023
Q2
$186K Hold
2023
Q1
$158K Hold
2022
Q4
$185K Hold
2022
Q3
$145K Sell
2022
Q2
$161K Sell
2022
Q1
$194K Hold
2021
Q4
$181K Hold
2021
Q3
$187K Sell
2021
Q2
$149K Sell
2021
Q1
$170K Hold
2020
Q4
$142K Hold
2020
Q3
$92K Hold
2020
Q2
$106K Hold
2020
Q1
$90K Buy