Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$156K Hold
2025
Q2
$158K Hold
2025
Q1
$134K Hold
2024
Q4
$137K Hold
2024
Q3
$129K Hold
2024
Q2
$107K Hold
2024
Q1
$112K Hold
2023
Q4
$103K Hold
2023
Q3
$85.9K Buy
2023
Q2
$86.9K Sell
2023
Q1
$96.1K Buy
2022
Q4
$107K Hold
2022
Q3
$99K Hold
2022
Q2
$89K Hold
2022
Q1
$104K Hold
2021
Q4
$122K Hold
2021
Q3
$112K Hold
2021
Q2
$102K Hold
2021
Q1
$86K Hold
2020
Q4
$77K Buy