Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$100K Hold
2025
Q1
$88K Buy
2024
Q4
$85K Buy
2024
Q3
$76K Buy
2024
Q2
$68K Buy
2024
Q1
$72K Buy
2023
Q4
$72K Buy
2023
Q3
$30K Buy
2023
Q2
$28K Buy
2023
Q1
$28K Buy
2022
Q4
$25K Buy
2022
Q3
$21K Sell
2022
Q2
$33K Buy
2022
Q1
$43K Buy
2021
Q4
$33K Buy