Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$147K Hold
2025
Q1
$124K Hold
2024
Q4
$110K Sell
2024
Q3
$159K Buy
2024
Q2
$107K Hold
2024
Q1
$118K Hold
2023
Q4
$101K Hold
2023
Q3
$87.3K Sell
2023
Q2
$92.3K Hold
2023
Q1
$90.5K Hold
2022
Q4
$97.2K Buy
2022
Q3
$76K Hold
2022
Q2
$90K Hold
2022
Q1
$83K Sell
2021
Q4
$100K Buy