Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$236K Hold
2025
Q2
$261K Hold
2025
Q1
$123K Hold
2024
Q4
$172K Hold
2024
Q3
$150K Hold
2024
Q2
$144K Hold
2024
Q1
$116K Hold
2023
Q4
$101K Hold
2023
Q3
$81.6K Hold
2023
Q2
$148K Hold
2023
Q1
$100K Hold
2022
Q4
$115K Hold
2022
Q3
$71K Hold
2022
Q2
$96K Hold
2022
Q1
$143K Hold
2021
Q4
$189K Hold
2021
Q3
$303K Hold
2021
Q2
$366K Hold
2021
Q1
$450K Hold
2020
Q4
$332K Hold
2020
Q3
$75K Hold
2020
Q2
$72K Buy