Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $263K | Sell |
|
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|
2025
Q2 | $231K | Buy |
|
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|
2025
Q1 | $184K | Sell |
|
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|
2024
Q4 | $222K | Sell |
|
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|
2024
Q3 | $239K | Sell |
|
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|
2024
Q2 | $237K | Sell |
|
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|
2024
Q1 | $251K | Buy |
|
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|
2023
Q4 | $32K | Buy |
|
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|
2023
Q3 | $20K | Hold |
|
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|
2023
Q2 | $16K | Buy |
|
|||||
|
2023
Q1 | $10K | Sell |
|
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|
2022
Q4 | $10K | Buy |
|
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|
2022
Q3 | $0 | Sell |
|
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|
2022
Q2 | $218K | Buy |
|
|||||
|
2022
Q1 | $222K | Buy |
|
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|
2021
Q4 | $112K | Buy |
|