Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$221K Hold
2025
Q1
$198K Hold
2024
Q4
$158K Buy
2024
Q3
Sell
2024
Q2
$173K Buy
2024
Q1
$165K Hold
2023
Q4
$150K Hold
2023
Q3
$132K Hold
2023
Q2
$135K Hold
2023
Q1
$119K Hold
2022
Q4
$122K Hold
2022
Q3
$85K Hold
2022
Q2
$99K Hold
2022
Q1
$104K Hold
2021
Q4
$139K Hold
2021
Q3
$145K Buy
2020
Q1
Sell
2019
Q4
$121K Buy