Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $300K | Buy |
|
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|
2025
Q2 | $240K | Sell |
|
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|
2025
Q1 | $263K | Sell |
|
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|
2024
Q4 | $333K | Sell |
|
|||||
|
2024
Q3 | $332K | Buy |
|
|||||
|
2024
Q2 | $225K | Buy |
|
|||||
|
2024
Q1 | $131K | Buy |
|
|||||
|
2023
Q4 | $106K | Buy |
|
|||||
|
2023
Q3 | $92K | Buy |
|
|||||
|
2023
Q2 | $89K | Buy |
|
|||||
|
2023
Q1 | $12K | Sell |
|
|||||
|
2022
Q4 | $22K | Sell |
|
|||||
|
2022
Q3 | $129K | Buy |
|
|||||
|
2022
Q2 | $86K | Buy |
|
|||||
|
2022
Q1 | $46K | Buy |
|
|||||
|
2021
Q4 | $41K | Buy |
|