Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$166K Hold
2025
Q1
$96K Hold
2024
Q4
$89.2K Hold
2024
Q3
$80.4K Hold
2024
Q2
$86K Hold
2024
Q1
$191K Hold
2023
Q4
$253K Hold
2023
Q3
$299K Hold
2023
Q2
$448K Hold
2023
Q1
$397K Hold
2022
Q4
$375K Hold
2022
Q3
$397K Hold
2022
Q2
$386K Hold
2022
Q1
$540K Buy