Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$100K Hold
2025
Q2
$96.6K Hold
2025
Q1
$104K Hold
2024
Q4
$120K Hold
2024
Q3
$116K Sell
2024
Q2
$132K Hold
2024
Q1
$127K Hold
2023
Q4
$111K Hold
2023
Q3
$117K Hold
2023
Q2
$109K Hold
2023
Q1
$101K Hold
2022
Q4
$76.2K Hold
2022
Q3
$65.3K Hold
2022
Q2
$99.8K Hold
2022
Q1
$102K Hold
2021
Q4
$114K Buy