Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $300K | Sell |
|
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|
2025
Q2 | $1M | Buy |
|
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|
2025
Q1 | $278K | Hold |
|
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|
2024
Q4 | $346K | Sell |
|
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|
2024
Q3 | $401K | Sell |
|
|||||
|
2024
Q2 | $432K | Hold |
|
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|
2024
Q1 | $489K | Hold |
|
|||||
|
2023
Q4 | $473K | Sell |
|
|||||
|
2023
Q3 | $776K | Buy |
|
|||||
|
2023
Q2 | $528K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $72K | Hold |
|
|||||
|
2022
Q2 | $77K | Hold |
|
|||||
|
2022
Q1 | $92K | Hold |
|
|||||
|
2021
Q4 | $90K | Sell |
|
|||||
|
2021
Q3 | $212K | Buy |
|
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|
2021
Q2 | $193K | Buy |
|