Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$158K Hold
2025
Q2
$143K Hold
2025
Q1
$140K Hold
2024
Q4
$116K Hold
2024
Q3
$106K Hold
2024
Q2
$93K Hold
2024
Q1
$94K Hold
2023
Q4
$104K Hold
2023
Q3
$91K Hold
2023
Q2
$99K Hold
2023
Q1
$100K Hold
2022
Q4
$84K Buy
2022
Q3
Sell
2022
Q2
$90K Hold
2022
Q1
$113K Hold
2021
Q4
$139K Hold
2021
Q3
$122K Hold
2021
Q2
$107K Hold
2021
Q1
$117K Buy