Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$54K Hold
2025
Q2
$62K Hold
2025
Q1
$65.7K Hold
2024
Q4
$59.7K Hold
2024
Q3
$57.2K Sell
2024
Q2
$225K Hold
2024
Q1
$233K Hold
2023
Q4
$226K Hold
2023
Q3
$219K Hold
2023
Q2
$212K Hold
2023
Q1
$217K Buy
2022
Q4
$147K Hold
2022
Q3
$143K Hold
2022
Q2
$145K Hold
2022
Q1
$174K Sell
2021
Q4
$363K Hold
2021
Q3
$299K Hold
2021
Q2
$285K Hold
2021
Q1
$260K Hold
2020
Q4
$248K Hold
2020
Q3
$212K Buy
2020
Q2
$97K Buy