Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $217K | Sell |
|
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|
2025
Q2 | $209K | Buy |
|
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|
2025
Q1 | $180K | Buy |
|
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|
2024
Q4 | $74K | Buy |
|
|||||
|
2024
Q3 | $16K | Sell |
|
|||||
|
2024
Q2 | $15K | Sell |
|
|||||
|
2024
Q1 | $76K | Sell |
|
|||||
|
2023
Q4 | $143K | Buy |
|
|||||
|
2023
Q3 | $15K | Sell |
|
|||||
|
2023
Q2 | $29K | Buy |
|
|||||
|
2023
Q1 | $23K | Buy |
|
|||||
|
2022
Q4 | $24K | Sell |
|
|||||
|
2022
Q3 | $70K | Buy |
|
|||||
|
2022
Q2 | $14K | Sell |
|
|||||
|
2022
Q1 | $140K | Buy |
|
|||||
|
2021
Q4 | $10K | Buy |
|