Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$141K Hold
2025
Q1
$118K Hold
2024
Q4
$146K Hold
2024
Q3
$140K Hold
2024
Q2
$148K Hold
2024
Q1
$140K Hold
2023
Q4
$124K Hold
2023
Q3
$103K Hold
2023
Q2
$118K Hold
2023
Q1
$127K Hold
2022
Q4
$128K Hold
2022
Q3
$133K Hold
2022
Q2
$178K Sell
2022
Q1
$229K Buy
2021
Q4
$226K Hold
2021
Q3
$294K Hold
2021
Q2
$266K Buy