Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$200K Hold
2025
Q1
$216K Hold
2024
Q4
$226K Hold
2024
Q3
$261K Hold
2024
Q2
$207K Hold
2024
Q1
$245K Hold
2023
Q4
$208K Sell
2023
Q3
$182K Hold
2023
Q2
$196K Buy
2023
Q1
$165K Buy
2022
Q4
$96.2K Hold
2022
Q3
$96K Hold
2022
Q2
$104K Hold
2022
Q1
$105K Hold
2021
Q4
$145K Buy