Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$94.8K Hold
2024
Q4
$133K Buy
2023
Q3
Sell
2023
Q2
$213K Buy
2022
Q1
Sell
2021
Q4
$295K Hold
2021
Q3
$282K Hold
2021
Q2
$299K Hold
2021
Q1
$288K Hold
2020
Q4
$257K Sell
2020
Q3
$255K Hold
2020
Q2
$253K Hold
2020
Q1
$218K Hold
2019
Q4
$213K Hold
2019
Q3
$222K Buy