Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $48.1K | Sell |
|
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|
2024
Q3 | $309K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $265K | Hold |
|
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|
2023
Q4 | $285K | Buy |
|
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|
2023
Q3 | $185K | Hold |
|
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|
2023
Q2 | $186K | Hold |
|
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|
2023
Q1 | $219K | Sell |
|
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|
2022
Q4 | $226K | Buy |
|
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|
2022
Q3 | $248K | Hold |
|
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|
2022
Q2 | $321K | Sell |
|
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|
2022
Q1 | $373K | Sell |
|
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|
2021
Q4 | $390K | Hold |
|
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|
2021
Q3 | $371K | Buy |
|
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|
2021
Q2 | $268K | Buy |
|