Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $474K | Sell |
|
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|
2024
Q2 | $596K | Sell |
|
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|
2024
Q1 | $583K | Sell |
|
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|
2023
Q4 | $463K | Buy |
|
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|
2023
Q3 | $277K | Sell |
|
|||||
|
2023
Q2 | $411K | Buy |
|
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|
2023
Q1 | $349K | Sell |
|
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|
2022
Q4 | $287K | Buy |
|
|||||
|
2022
Q3 | $210K | Buy |
|
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|
2022
Q2 | $237K | Buy |
|
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|
2022
Q1 | $318K | Buy |
|
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|
2021
Q4 | $334K | Buy |
|