Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $398K | Sell |
|
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|
2025
Q2 | $373K | Sell |
|
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|
2025
Q1 | $401K | Sell |
|
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|
2024
Q4 | $353K | Sell |
|
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|
2024
Q3 | $353K | Hold |
|
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|
2024
Q2 | $318K | Sell |
|
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|
2024
Q1 | $323K | Hold |
|
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|
2023
Q4 | $328K | Hold |
|
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|
2023
Q3 | $298K | Sell |
|
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|
2023
Q2 | $363K | Sell |
|
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|
2023
Q1 | $402K | Sell |
|
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|
2022
Q4 | $395K | Hold |
|
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|
2022
Q3 | $358K | Hold |
|
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|
2022
Q2 | $427K | Sell |
|
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|
2022
Q1 | $417K | Buy |
|
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|
2021
Q4 | $353K | Buy |
|