Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$180K Hold
2025
Q2
$187K Hold
2025
Q1
$185K Hold
2024
Q4
$167K Hold
2024
Q3
$145K Hold
2024
Q2
$139K Hold
2024
Q1
$147K Hold
2023
Q4
$137K Buy
2023
Q3
$119K Hold
2023
Q2
$123K Hold
2023
Q1
$117K Hold
2022
Q4
$108K Hold
2022
Q3
$92K Buy
2022
Q2
$21K Hold
2022
Q1
$24K Hold
2021
Q4
$23K Buy
2021
Q1
Sell
2020
Q4
$24K Buy