Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Hold |
|
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|
2025
Q1 | $497K | Hold |
|
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|
2024
Q4 | $435K | Sell |
|
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|
2024
Q3 | $499K | Sell |
|
|||||
|
2024
Q2 | $612K | Buy |
|
|||||
|
2024
Q1 | $635K | Sell |
|
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|
2023
Q4 | $615K | Sell |
|
|||||
|
2023
Q3 | $692K | Sell |
|
|||||
|
2023
Q2 | $655K | Sell |
|
|||||
|
2023
Q1 | $748K | Hold |
|
|||||
|
2022
Q4 | $715K | Sell |
|
|||||
|
2022
Q3 | $593K | Buy |
|
|||||
|
2022
Q2 | $568K | Sell |
|
|||||
|
2022
Q1 | $609K | Buy |
|
|||||
|
2021
Q4 | $531K | Sell |
|
|||||
|
2021
Q3 | $573K | Buy |
|
|||||
|
2021
Q2 | $486K | Buy |
|
|||||
|
2021
Q1 | $449K | Buy |
|
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|
2020
Q4 | $402K | Buy |
|