Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$114K Hold
2025
Q2
$115K Hold
2025
Q1
$102K Hold
2024
Q4
$98.3K Sell
2024
Q3
$115K Buy
2024
Q2
$91.9K Buy
2024
Q1
$92.6K Buy
2023
Q4
$26.8K Hold
2023
Q3
$28.5K Hold
2023
Q2
$27K Hold
2023
Q1
$28K Hold
2022
Q4
$25K Hold
2022
Q3
$21K Hold
2022
Q2
$23K Hold
2022
Q1
$30K Hold
2021
Q4
$34K Hold
2021
Q3
$29K Hold
2021
Q2
$28K Sell
2021
Q1
$88K Buy
2020
Q4
$71K Buy