Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
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|
2025
Q1 | $217K | Sell |
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|
2024
Q4 | $541K | Sell |
|
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|
2024
Q3 | $574K | Sell |
|
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|
2024
Q2 | $634K | Buy |
|
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $219K | Buy |
|
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $228K | Sell |
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|
2022
Q3 | $873K | Buy |
|
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|
2022
Q2 | – | Hold |
|
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|
2022
Q1 | – | Hold |
|
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|
2020
Q4 | – | Hold |
|
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|
2020
Q3 | – | Hold |
|
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|
2020
Q2 | – | Hold |
|
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|
2020
Q1 | – | Hold |
|