Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
|
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|
2025
Q1 | $65K | Hold |
|
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|
2024
Q4 | $72K | Hold |
|
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|
2024
Q3 | $86K | Hold |
|
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|
2024
Q2 | $104K | Sell |
|
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|
2024
Q1 | $155K | Hold |
|
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|
2023
Q4 | $122K | Sell |
|
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|
2023
Q3 | $201K | Sell |
|
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|
2023
Q2 | $224K | Sell |
|
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|
2023
Q1 | $636K | Buy |
|
|||||
|
2022
Q4 | $243K | Buy |
|
|||||
|
2022
Q3 | $22K | Sell |
|
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|
2022
Q2 | $25K | Buy |
|