Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$25K Hold
2025
Q1
$22.4K Hold
2024
Q4
$26.6K Hold
2024
Q3
$31.1K Hold
2024
Q2
$26.5K Hold
2024
Q1
$33K Hold
2023
Q4
$38.2K Sell
2023
Q3
$50.5K Hold
2023
Q2
$58.2K Buy
2022
Q2
Sell
2022
Q1
$260K Hold
2021
Q4
$322K Hold
2021
Q3
$281K Hold
2021
Q2
$299K Hold
2021
Q1
$257K Hold
2020
Q4
$273K Buy
2020
Q3
$240K Buy
2015
Q2
Sell
2015
Q1
$201K Buy