Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$78.2K Buy
2025
Q1
$74K Buy
2024
Q4
$86.2K Sell
2024
Q3
$100K Buy
2024
Q2
$133K Hold
2024
Q1
$91.8K Hold
2023
Q4
$135K Hold
2023
Q3
$71.3K Hold
2023
Q2
$94.7K Buy
2023
Q1
$39.2K Hold
2022
Q4
$31.3K Buy
2022
Q3
$15K Buy
2021
Q3
Sell
2021
Q2
$55K Buy
2020
Q2
Sell
2020
Q1
$15K Buy
2019
Q1
Hold
2018
Q4
Hold