Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $149K | Sell |
|
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|
2025
Q2 | $211K | Sell |
|
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|
2025
Q1 | $255K | Sell |
|
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|
2024
Q4 | $254K | Sell |
|
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|
2024
Q3 | $281K | Sell |
|
|||||
|
2024
Q2 | $223K | Buy |
|
|||||
|
2024
Q1 | $232K | Buy |
|
|||||
|
2023
Q4 | $159K | Sell |
|
|||||
|
2023
Q3 | $142K | Sell |
|
|||||
|
2023
Q2 | $142K | Buy |
|
|||||
|
2023
Q1 | $122K | Sell |
|
|||||
|
2022
Q4 | $148K | Sell |
|
|||||
|
2022
Q3 | $173K | Buy |
|
|||||
|
2022
Q2 | $108K | Sell |
|
|||||
|
2022
Q1 | $119K | Sell |
|
|||||
|
2021
Q4 | $134K | Buy |
|