Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Sell |
|
|||||
|
2025
Q1 | $617K | Hold |
|
|||||
|
2024
Q4 | $839K | Hold |
|
|||||
|
2024
Q3 | $919K | Hold |
|
|||||
|
2024
Q2 | $849K | Hold |
|
|||||
|
2024
Q1 | $877K | Hold |
|
|||||
|
2023
Q4 | $972K | Hold |
|
|||||
|
2023
Q3 | $958K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $685K | Sell |
|
|||||
|
2022
Q4 | $950K | Buy |
|
|||||
|
2022
Q3 | $327K | Hold |
|
|||||
|
2022
Q2 | $332K | Hold |
|
|||||
|
2022
Q1 | $326K | Buy |
|