Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
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|
2025
Q2 | $350K | Hold |
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|
2025
Q1 | $295K | Sell |
|
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|
2024
Q4 | $595K | Hold |
|
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|
2024
Q3 | $467K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $1.46M | Sell |
|
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|
2022
Q1 | $1.76M | Buy |
|
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $103K | Hold |
|
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|
2020
Q3 | $66K | Hold |
|
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|
2020
Q2 | $71K | Hold |
|
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|
2020
Q1 | $65K | Buy |
|