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 | $193K | Hold |
|
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|
2025
Q1 | $198K | Hold |
|
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|
2024
Q4 | $218K | Buy |
|
|||||
|
2024
Q3 | $170K | Sell |
|
|||||
|
2024
Q2 | $243K | Hold |
|
|||||
|
2024
Q1 | $298K | Sell |
|
|||||
|
2023
Q4 | $307K | Buy |
|
|||||
|
2023
Q3 | $137K | Sell |
|
|||||
|
2023
Q2 | $127K | Hold |
|
|||||
|
2023
Q1 | $112K | Buy |
|
|||||
|
2022
Q4 | $107K | Sell |
|
|||||
|
2022
Q3 | $118K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $217K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $123K | Buy |
|
|||||
|
2020
Q3 | $90K | Buy |
|