Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Hold |
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|
2025
Q1 | $89.6K | Buy |
|
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|
2024
Q4 | $89.6K | Hold |
|
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|
2024
Q3 | $96.5K | Sell |
|
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|
2024
Q2 | $239K | Sell |
|
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|
2024
Q1 | $362K | Hold |
|
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|
2023
Q4 | $531K | Buy |
|
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $46K | Hold |
|
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|
2021
Q3 | $46K | Buy |
|
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $204K | Sell |
|
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|
2020
Q3 | $485K | Sell |
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|
2020
Q2 | $475K | Hold |
|
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|
2020
Q1 | $398K | Buy |
|