Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $92K | Buy |
|
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|
2025
Q2 | $39K | Sell |
|
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|
2025
Q1 | $109K | Sell |
|
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|
2024
Q4 | $163K | Sell |
|
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|
2024
Q3 | $248K | Hold |
|
|||||
|
2024
Q2 | $204K | Buy |
|
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|
2024
Q1 | $143K | Buy |
|
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|
2023
Q4 | $65K | Buy |
|
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|
2023
Q3 | $56K | Buy |
|
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|
2023
Q2 | $24K | Buy |
|
|||||
|
2023
Q1 | $10K | Sell |
|
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|
2022
Q4 | $11K | Sell |
|
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|
2022
Q3 | $10K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $0 | Hold |
|
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|
2021
Q4 | $0 | Buy |
|