Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$194K Hold
2025
Q1
$190K Hold
2024
Q4
$153K Hold
2024
Q3
$149K Hold
2024
Q2
$128K Hold
2024
Q1
$113K Hold
2023
Q4
$115K Sell
2023
Q3
$136K Hold
2023
Q2
$148K Sell
2023
Q1
$257K Hold
2022
Q4
$240K Hold
2022
Q3
$200K Buy
2022
Q1
$806K Sell
2021
Q4
$844K Sell
2021
Q3
$1.04M Hold
2021
Q2
$1.1M Buy