Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $483K | Buy |
|
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|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $382K | Sell |
|
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|
2024
Q2 | $471K | Sell |
|
|||||
|
2024
Q1 | $704K | Buy |
|
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|
2023
Q4 | $570K | Buy |
|
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|
2023
Q3 | $541K | Hold |
|
|||||
|
2023
Q2 | $558K | Sell |
|
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|
2023
Q1 | $646K | Sell |
|
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|
2022
Q4 | $711K | Sell |
|
|||||
|
2022
Q3 | $667K | Hold |
|
|||||
|
2022
Q2 | $699K | Hold |
|
|||||
|
2022
Q1 | $729K | Hold |
|
|||||
|
2021
Q4 | $676K | Hold |
|
|||||
|
2021
Q3 | $724K | Hold |
|
|||||
|
2021
Q2 | $678K | Hold |
|
|||||
|
2021
Q1 | $638K | Hold |
|
|||||
|
2020
Q4 | $525K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $386K | Buy |
|