Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $92.5K | Sell |
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|
2024
Q4 | $201K | Sell |
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|
2024
Q3 | $446K | Buy |
|
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|
2024
Q2 | $299K | Buy |
|
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|
2024
Q1 | $179K | Buy |
|
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|
2023
Q4 | $157K | Hold |
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|
2023
Q3 | $136K | Buy |
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|
2023
Q2 | $106K | Buy |
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|
2023
Q1 | $58.9K | Buy |
|
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|
2022
Q4 | $22.6K | Hold |
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|
2022
Q3 | $16K | Hold |
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|
2022
Q2 | $11K | Buy |
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|
2022
Q1 | $3K | Buy |
|