Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$80K Hold
2025
Q1
$80.7K Hold
2024
Q4
$95.9K Hold
2024
Q3
$101K Hold
2024
Q2
$90.3K Hold
2024
Q1
$109K Hold
2023
Q4
$119K Hold
2023
Q3
$107K Hold
2023
Q2
$90.1K Hold
2023
Q1
$78.5K Hold
2022
Q4
$80.6K Hold
2022
Q3
$81K Hold
2022
Q2
$92K Hold
2022
Q1
$120K Hold
2021
Q4
$117K Buy
2021
Q3
$105K Hold
2021
Q2
$120K Hold
2021
Q1
$102K Buy