Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$104K Buy
2025
Q1
$110K Buy
2024
Q4
$104K Buy
2024
Q3
$115K Buy
2024
Q2
$89.3K Buy
2024
Q1
$86.8K Sell
2023
Q4
$92.2K Buy
2023
Q3
$86.3K Hold
2023
Q2
$78.1K Hold
2023
Q1
$71.7K Hold
2022
Q4
$80K Hold
2022
Q3
$65K Hold
2022
Q2
$62K Hold
2022
Q1
$67K Hold
2021
Q4
$67K Hold
2021
Q3
$64K Buy