Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$216K Hold
2025
Q1
$203K Hold
2024
Q4
$187K Hold
2024
Q3
$203K Hold
2024
Q2
$190K Hold
2024
Q1
$180K Sell
2023
Q4
$252K Buy
2023
Q3
$80.9K Hold
2023
Q2
$90.5K Hold
2023
Q1
$79.9K Hold
2022
Q4
$70.6K Hold
2022
Q3
$70K Buy
2022
Q1
$86K Sell
2021
Q4
$184K Hold
2021
Q3
$168K Hold
2021
Q2
$162K Buy