Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $150K | Sell |
|
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|
2025
Q2 | $265K | Buy |
|
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|
2025
Q1 | $242K | Buy |
|
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|
2024
Q4 | $218K | Buy |
|
|||||
|
2024
Q3 | $181K | Buy |
|
|||||
|
2024
Q2 | $183K | Sell |
|
|||||
|
2024
Q1 | $229K | Buy |
|
|||||
|
2023
Q4 | $142K | Buy |
|
|||||
|
2023
Q3 | $69K | Sell |
|
|||||
|
2023
Q2 | $205K | Buy |
|
|||||
|
2023
Q1 | $137K | Sell |
|
|||||
|
2022
Q4 | $135K | Sell |
|
|||||
|
2022
Q3 | $129K | Buy |
|
|||||
|
2022
Q2 | $121K | Buy |
|
|||||
|
2022
Q1 | $175K | Buy |
|
|||||
|
2021
Q4 | $203K | Buy |
|