Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Sell |
|
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|
2025
Q1 | $637K | Buy |
|
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|
2024
Q4 | $646K | Sell |
|
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|
2024
Q3 | $642K | Sell |
|
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|
2024
Q2 | $708K | Sell |
|
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|
2024
Q1 | $674K | Sell |
|
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|
2023
Q4 | $769K | Sell |
|
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|
2023
Q3 | $733K | Sell |
|
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|
2023
Q2 | $973K | Sell |
|
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|
2023
Q1 | $844K | Sell |
|
|||||
|
2022
Q4 | $1.34M | Buy |
|
|||||
|
2022
Q3 | $1.15M | Buy |
|
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|
2022
Q2 | $593K | Sell |
|
|||||
|
2022
Q1 | $720K | Buy |
|
|||||
|
2021
Q4 | $615K | Sell |
|
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|
2021
Q3 | $588K | Sell |
|
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|
2021
Q2 | $699K | Buy |
|