Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$188K Hold
2025
Q1
$180K Hold
2024
Q4
$174K Hold
2024
Q3
$168K Hold
2024
Q2
$161K Hold
2024
Q1
$139K Hold
2023
Q4
$125K Hold
2023
Q3
$107K Hold
2023
Q2
$102K Hold
2023
Q1
$94.4K Hold
2022
Q4
$86.7K Hold
2022
Q3
$89.7K Hold
2022
Q2
$91.1K Hold
2022
Q1
$109K Hold
2021
Q4
$108K Buy