Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $346K | Sell |
|
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|
2024
Q2 | $438K | Sell |
|
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|
2024
Q1 | $432K | Sell |
|
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|
2023
Q4 | $481K | Sell |
|
|||||
|
2023
Q3 | $507K | Buy |
|
|||||
|
2023
Q2 | $473K | Buy |
|
|||||
|
2023
Q1 | $470K | Buy |
|
|||||
|
2022
Q4 | $480K | Buy |
|
|||||
|
2022
Q3 | $369K | Buy |
|
|||||
|
2022
Q2 | $353K | Buy |
|
|||||
|
2022
Q1 | $346K | Sell |
|
|||||
|
2021
Q4 | $389K | Buy |
|