Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$135K Hold
2025
Q1
$133K Hold
2024
Q4
$120K Hold
2024
Q3
$104K Hold
2024
Q2
$100K Hold
2024
Q1
$107K Hold
2023
Q4
$99K Buy
2023
Q3
$71K Hold
2023
Q2
$73K Hold
2023
Q1
$69K Hold
2022
Q4
$64K Sell
2022
Q3
$64K Hold
2022
Q2
$72K Hold
2022
Q1
$80K Hold
2021
Q4
$79K Buy