Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$241K Hold
2025
Q2
$172K Buy
2025
Q1
$140K Buy
2024
Q4
$151K Hold
2024
Q3
$97.6K Hold
2024
Q2
$73.8K Hold
2024
Q1
$65.6K Buy
2023
Q4
$90.2K Hold
2023
Q3
$90.8K Buy
2023
Q2
$92.9K Buy
2023
Q1
$71.6K Hold
2022
Q4
$42.5K Hold
2022
Q3
$91K Hold
2022
Q2
$77K Sell
2022
Q1
$346K Hold
2021
Q4
$340K Sell
2021
Q3
$373K Hold
2021
Q2
$327K Hold
2021
Q1
$321K Sell
2020
Q4
$374K Buy