Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$120K Hold
2025
Q1
$91.1K Hold
2024
Q4
$84.4K Hold
2024
Q3
$104K Hold
2024
Q2
$110K Hold
2024
Q1
$94K Hold
2023
Q4
$78K Hold
2023
Q3
$62K Buy
2023
Q2
$4K Hold
2023
Q1
$3K Sell
2022
Q4
$6K Buy
2022
Q3
$2K Buy
2022
Q2
Sell
2022
Q1
$3K Buy
2020
Q1
Sell
2019
Q4
$2K Buy