Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$63.3K Hold
2025
Q2
$74.5K Hold
2025
Q1
$70.9K Hold
2024
Q4
$77.5K Hold
2024
Q3
$81.8K Sell
2024
Q2
$521K Hold
2024
Q1
$577K Buy
2023
Q4
$556K Buy
2023
Q3
$508K Hold
2023
Q2
$542K Buy
2023
Q1
$476K Buy
2022
Q4
$58K Hold
2022
Q3
$51K Hold
2022
Q2
$54K Hold
2022
Q1
$54K Hold
2021
Q4
$60K Buy