Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
|
|||||
|
2025
Q1 | $250K | Hold |
|
|||||
|
2024
Q4 | $259K | Hold |
|
|||||
|
2024
Q3 | $223K | Sell |
|
|||||
|
2024
Q2 | $280K | Buy |
|
|||||
|
2024
Q1 | $284K | Buy |
|
|||||
|
2023
Q4 | $332K | Hold |
|
|||||
|
2023
Q3 | $244K | Hold |
|
|||||
|
2023
Q2 | $269K | Hold |
|
|||||
|
2023
Q1 | $271K | Hold |
|
|||||
|
2022
Q4 | $243K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $244K | Hold |
|
|||||
|
2021
Q4 | $257K | Hold |
|
|||||
|
2021
Q3 | $280K | Hold |
|
|||||
|
2021
Q2 | $305K | Hold |
|
|||||
|
2021
Q1 | $325K | Hold |
|
|||||
|
2020
Q4 | $273K | Buy |
|