Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$267K Hold
2025
Q1
$263K Hold
2024
Q4
$237K Hold
2024
Q3
$206K Hold
2024
Q2
$197K Hold
2024
Q1
$210K Hold
2023
Q4
$195K Hold
2023
Q3
$173K Hold
2023
Q2
$178K Hold
2023
Q1
$169K Hold
2022
Q4
$155K Buy
2022
Q3
$53K Hold
2022
Q2
$59K Sell
2022
Q1
$167K Hold
2021
Q4
$163K Hold
2021
Q3
$167K Hold
2021
Q2
$175K Hold
2021
Q1
$159K Hold
2020
Q4
$164K Buy