Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Hold |
|
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|
2025
Q1 | $294K | Hold |
|
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|
2024
Q4 | $315K | Hold |
|
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|
2024
Q3 | $433K | Sell |
|
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|
2024
Q2 | $536K | Hold |
|
|||||
|
2024
Q1 | $564K | Buy |
|
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|
2023
Q4 | $527K | Buy |
|
|||||
|
2023
Q3 | $412K | Buy |
|
|||||
|
2023
Q2 | $502K | Sell |
|
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|
2023
Q1 | $1.28M | Buy |
|
|||||
|
2022
Q4 | $560K | Hold |
|
|||||
|
2022
Q3 | $589K | Hold |
|
|||||
|
2022
Q2 | $828K | Buy |
|
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|
2022
Q1 | $269K | Buy |
|