Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$71K Hold
2025
Q1
$63.5K Hold
2024
Q4
$75.7K Hold
2024
Q3
$88.4K Hold
2024
Q2
$75.4K Hold
2024
Q1
$94K Hold
2023
Q4
$109K Hold
2023
Q3
$95.6K Hold
2023
Q2
$110K Hold
2023
Q1
$123K Sell
2022
Q4
$121K Buy