Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$108K Buy
2025
Q2
Sell
2025
Q1
$162K Hold
2024
Q4
$186K Hold
2024
Q3
$199K Hold
2024
Q2
$223K Hold
2024
Q1
$246K Hold
2023
Q4
$261K Buy
2022
Q1
Sell
2021
Q4
$88K Sell
2021
Q3
$84K Hold
2021
Q2
$107K Hold
2021
Q1
$108K Hold
2020
Q4
$111K Hold
2020
Q3
$61K Hold
2020
Q2
$61K Buy