Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$186K Hold
2025
Q1
$181K Hold
2024
Q4
$259K Hold
2024
Q3
$242K Sell
2024
Q2
$222K Hold
2024
Q1
$249K Hold
2023
Q4
$226K Hold
2023
Q3
$206K Sell
2023
Q2
$208K Sell
2023
Q1
$232K Hold
2022
Q4
$232K Sell
2022
Q3
$179K Buy
2022
Q2
$142K Hold
2022
Q1
$147K Buy
2021
Q4
$142K Buy
2021
Q3
$141K Buy