Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$35K Hold
2025
Q2
$33K Hold
2025
Q1
$35K Hold
2024
Q4
$34K Hold
2024
Q3
$42K Hold
2024
Q2
$50K Hold
2024
Q1
$46K Hold
2023
Q4
$61K Hold
2023
Q3
$65K Hold
2023
Q2
$60K Hold
2023
Q1
$65K Hold
2022
Q4
$69K Hold
2022
Q3
$65K Hold
2022
Q2
$63K Hold
2022
Q1
$58K Hold
2021
Q4
$62K Hold
2021
Q3
$52K Buy