Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$203K Hold
2025
Q1
$154K Hold
2024
Q4
$189K Sell
2024
Q3
$275K Buy
2024
Q2
$255K Hold
2024
Q1
$254K Hold
2023
Q4
$196K Sell
2023
Q3
$228K Buy
2023
Q2
$111K Hold
2023
Q1
$94.2K Buy
2022
Q4
$43.2K Hold
2022
Q3
$37K Hold
2022
Q2
$35K Hold
2022
Q1
$42K Hold
2021
Q4
$48K Buy