Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$20.8K Sell
2024
Q4
$105K Hold
2024
Q3
$131K Sell
2024
Q2
$152K Hold
2024
Q1
$181K Hold
2023
Q4
$171K Hold
2023
Q3
$158K Sell
2023
Q2
$156K Buy
2023
Q1
$118K Hold
2022
Q4
$152K Hold
2022
Q3
$145K Hold
2022
Q2
$157K Sell
2022
Q1
$206K Hold
2021
Q4
$202K Hold
2021
Q3
$153K Buy
2020
Q1
Sell
2019
Q4
$21K Buy