Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$144K Hold
2025
Q1
$141K Hold
2024
Q4
$150K Hold
2024
Q3
$146K Hold
2024
Q2
$120K Hold
2024
Q1
$140K Hold
2023
Q4
$141K Hold
2023
Q3
$128K Hold
2023
Q2
$117K Hold
2023
Q1
$140K Hold
2022
Q4
$116K Buy
2022
Q2
Sell
2022
Q1
$126K Buy
2021
Q3
Sell
2021
Q2
$133K Buy