Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$153K Hold
2025
Q1
$175K Hold
2024
Q4
$278K Hold
2024
Q3
$115K Hold
2024
Q2
$95.5K Buy
2024
Q1
Sell
2023
Q4
$26.9K Hold
2023
Q3
$30.1K Hold
2023
Q2
$95.5K Hold
2023
Q1
$80.4K Hold
2022
Q4
$71.1K Hold
2022
Q3
$62K Hold
2022
Q2
$54K Hold
2022
Q1
$103K Hold
2021
Q4
$117K Hold
2021
Q3
$147K Hold
2021
Q2
$183K Hold
2021
Q1
$202K Buy