Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $646K | Buy |
|
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|
2024
Q3 | $508K | Sell |
|
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|
2024
Q2 | $499K | Sell |
|
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|
2024
Q1 | $548K | Hold |
|
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|
2023
Q4 | $511K | Buy |
|
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|
2023
Q3 | $447K | Buy |
|
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|
2023
Q2 | $457K | Buy |
|
|||||
|
2023
Q1 | $422K | Hold |
|
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|
2022
Q4 | $389K | Buy |
|
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|
2022
Q3 | $328K | Hold |
|
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|
2022
Q2 | $395K | Hold |
|
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|
2022
Q1 | $410K | Sell |
|
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|
2021
Q4 | $379K | Buy |
|