Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$70.5K Hold
2025
Q1
$75.4K Hold
2024
Q4
$84.2K Hold
2024
Q3
$101K Hold
2024
Q2
$85K Hold
2024
Q1
$114K Hold
2023
Q4
$93.4K Hold
2023
Q3
$90.3K Hold
2023
Q2
$87.4K Hold
2023
Q1
$88.3K Hold
2022
Q4
$78.6K Sell
2022
Q3
$937K Sell
2022
Q2
$1.16M Hold
2022
Q1
$1.33M Hold
2021
Q4
$1.05M Buy
2021
Q3
$1.23M Sell
2021
Q2
$1.42M Hold
2021
Q1
$1.53M Sell
2020
Q4
$1.53M Buy