Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$300K Buy
2025
Q1
$205K Hold
2024
Q4
$185K Buy
2024
Q3
$122K Hold
2024
Q2
$117K Hold
2024
Q1
$124K Hold
2023
Q4
$116K Buy
2023
Q3
$79.4K Hold
2023
Q2
$82K Sell
2023
Q1
$100K Hold
2022
Q4
$92K Hold
2022
Q3
$79K Hold
2022
Q2
$87K Hold
2022
Q1
$98K Hold
2021
Q4
$96K Hold
2021
Q3
$99K Hold
2021
Q2
$104K Hold
2021
Q1
$94K Buy
2020
Q4
$75K Buy