Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$114K Hold
2025
Q1
$107K Hold
2024
Q4
$104K Sell
2024
Q3
$83.3K Hold
2024
Q2
$68.1K Hold
2024
Q1
$65.7K Hold
2023
Q4
$61K Sell
2023
Q3
$125K Hold
2023
Q2
$110K Hold
2023
Q1
$125K Buy
2022
Q4
$85.6K Hold
2022
Q3
$82K Hold
2022
Q2
$99K Hold
2022
Q1
$111K Hold
2021
Q4
$104K Hold
2021
Q3
$111K Buy
2021
Q2
$116K Buy
2020
Q4
$102K Hold
2020
Q3
$68K Buy
2020
Q2
$58K Buy
2020
Q1
$5K Buy