Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$202K Hold
2025
Q1
$197K Hold
2024
Q4
$168K Hold
2024
Q3
$170K Hold
2024
Q2
$155K Hold
2024
Q1
$169K Hold
2023
Q4
$164K Buy
2023
Q3
$142K Hold
2023
Q2
$159K Hold
2023
Q1
$148K Hold
2022
Q4
$161K Hold
2022
Q3
$142K Hold
2022
Q2
$159K Hold
2022
Q1
$173K Hold
2021
Q4
$206K Hold
2021
Q3
$173K Hold
2021
Q2
$170K Hold
2021
Q1
$175K Hold
2020
Q4
$160K Buy