Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$149K Hold
2025
Q1
$157K Hold
2024
Q4
$174K Hold
2024
Q3
$135K Hold
2024
Q2
$201K Hold
2024
Q1
$176K Hold
2023
Q4
$198K Hold
2023
Q3
$143K Hold
2023
Q2
$113K Hold
2023
Q1
$102K Buy
2022
Q4
Sell
2022
Q3
$126K Hold
2022
Q2
$119K Buy
2022
Q1
Sell
2021
Q4
$214K Hold
2021
Q3
$259K Hold
2021
Q2
$254K Buy
2021
Q1
$111K Hold
2020
Q4
$146K Buy