Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$115K Hold
2025
Q1
$141K Hold
2024
Q4
$135K Hold
2024
Q3
$148K Hold
2024
Q2
$176K Hold
2024
Q1
$180K Hold
2023
Q4
$187K Hold
2023
Q3
$193K Hold
2023
Q2
$148K Hold
2023
Q1
$171K Sell
2022
Q4
$203K Sell
2022
Q3
$2.53M Sell
2022
Q2
$2.67M Hold
2022
Q1
$3.1M Hold
2021
Q4
$2.14M Buy
2021
Q3
$1.94M Sell
2021
Q2
$2.38M Hold
2021
Q1
$2.13M Sell
2020
Q4
$2.2M Buy