Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$252K Hold
2025
Q1
$281K Buy
2024
Q4
$158K Sell
2024
Q3
$367K Buy
2024
Q2
$189K Sell
2024
Q1
$190K Hold
2023
Q4
$192K Hold
2023
Q3
$179K Buy
2023
Q2
$14.2K Hold
2023
Q1
$15.5K Hold
2022
Q4
$17K Hold
2022
Q3
$14K Buy
2021
Q1
Sell
2020
Q4
$34K Hold
2020
Q3
$38K Hold
2020
Q2
$35K Hold
2020
Q1
$30K Hold
2019
Q4
$36K Buy