Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$220K Hold
2025
Q1
$163K Hold
2024
Q4
$229K Sell
2024
Q3
$198K Hold
2024
Q2
$155K Hold
2024
Q1
$159K Hold
2023
Q4
$145K Hold
2023
Q3
$152K Buy
2023
Q2
$115K Hold
2023
Q1
$142K Buy
2022
Q4
$68.8K Hold
2022
Q3
$55K Hold
2022
Q2
$62K Hold
2022
Q1
$82K Hold
2021
Q4
$104K Buy