Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$110K Hold
2025
Q2
$98.5K Hold
2025
Q1
$111K Hold
2024
Q4
$131K Hold
2024
Q3
$144K Hold
2024
Q2
$141K Hold
2024
Q1
$122K Hold
2023
Q4
$121K Sell
2023
Q3
$105K Hold
2023
Q2
$125K Buy
2023
Q1
$119K Buy
2022
Q4
$109K Hold
2022
Q3
$101K Hold
2022
Q2
$133K Hold
2022
Q1
$147K Hold
2021
Q4
$153K Hold
2021
Q3
$111K Hold
2021
Q2
$123K Hold
2021
Q1
$129K Buy
2020
Q4
$97K Buy