Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Hold |
|
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|
2025
Q1 | $383K | Hold |
|
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|
2024
Q4 | $577K | Sell |
|
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|
2024
Q3 | $927K | Hold |
|
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|
2024
Q2 | $750K | Hold |
|
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|
2024
Q1 | $758K | Sell |
|
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|
2023
Q4 | $687K | Hold |
|
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|
2023
Q3 | $529K | Buy |
|
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|
2023
Q2 | $446K | Hold |
|
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|
2023
Q1 | $454K | Hold |
|
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|
2022
Q4 | $354K | Buy |
|
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|
2022
Q3 | $178K | Buy |
|
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $66K | Buy |
|