Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$96K Hold
2025
Q1
$96.8K Hold
2024
Q4
$84.5K Hold
2024
Q3
$102K Hold
2024
Q2
$96.3K Hold
2024
Q1
$107K Buy
2022
Q3
Sell
2022
Q2
$323K Hold
2022
Q1
$323K Hold
2021
Q4
$327K Hold
2021
Q3
$284K Hold
2021
Q2
$296K Hold
2021
Q1
$265K Sell
2020
Q4
$1.09M Buy