Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$79K Hold
2025
Q1
$65K Hold
2024
Q4
$101K Sell
2024
Q3
$87K Sell
2024
Q2
$144K Sell
2024
Q1
$131K Hold
2023
Q4
$184K Hold
2023
Q3
$184K Hold
2023
Q2
$193K Hold
2023
Q1
$153K Hold
2022
Q4
$91K Hold
2022
Q3
$196K Hold
2022
Q2
$168K Hold
2022
Q1
$268K Hold
2021
Q4
$261K Buy