Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $979K | Sell |
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|
2025
Q2 | $1.29M | Hold |
|
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|
2025
Q1 | $1.01M | Buy |
|
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|
2024
Q4 | $1.65M | Buy |
|
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|
2024
Q3 | $172K | Sell |
|
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|
2024
Q2 | $204K | Buy |
|
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|
2024
Q1 | $140K | Sell |
|
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|
2023
Q4 | $224K | Sell |
|
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|
2023
Q3 | $298K | Hold |
|
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|
2023
Q2 | $451K | Sell |
|
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|
2023
Q1 | $270K | Hold |
|
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|
2022
Q4 | $152K | Hold |
|
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|
2022
Q3 | $173K | Buy |
|