Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $101K | Sell |
|
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|
2025
Q2 | $144K | Sell |
|
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|
2025
Q1 | $154K | Buy |
|
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|
2024
Q4 | $148K | Sell |
|
|||||
|
2024
Q3 | $207K | Sell |
|
|||||
|
2024
Q2 | $187K | Buy |
|
|||||
|
2024
Q1 | $199K | Buy |
|
|||||
|
2023
Q4 | $103K | Buy |
|
|||||
|
2023
Q3 | $66K | Buy |
|
|||||
|
2023
Q2 | $72K | Sell |
|
|||||
|
2023
Q1 | $87K | Buy |
|
|||||
|
2022
Q4 | $48K | Sell |
|
|||||
|
2022
Q3 | $56K | Sell |
|
|||||
|
2022
Q2 | $66K | Sell |
|
|||||
|
2022
Q1 | $203K | Buy |
|
|||||
|
2021
Q4 | $79K | Buy |
|