Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$90.8K Buy
2024
Q4
$112K Hold
2024
Q3
$112K Hold
2024
Q2
$173K Sell
2024
Q1
$121K Buy
2022
Q4
Sell
2022
Q3
$108K Hold
2022
Q2
$144K Hold
2022
Q1
$358K Buy
2021
Q4
$498K Buy
2021
Q3
$706K Buy
2021
Q2
$624K Hold
2021
Q1
$479K Buy
2020
Q4
$426K Hold
2020
Q3
$222K Buy