Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$117K Hold
2025
Q1
$122K Hold
2024
Q4
$109K Hold
2024
Q3
$101K Hold
2024
Q2
$96.8K Hold
2024
Q1
$94.5K Sell
2023
Q4
$94.3K Buy
2023
Q3
$86.5K Hold
2023
Q2
$82.5K Hold
2023
Q1
$83.7K Hold
2022
Q4
$79.8K Sell
2022
Q3
$84K Sell
2022
Q2
$100K Sell
2022
Q1
$160K Hold
2021
Q4
$142K Buy
2021
Q3
$114K Buy
2021
Q2
$95K Sell
2021
Q1
$102K Sell
2020
Q4
$178K Buy