Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Hold |
|
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|
2025
Q1 | $422K | Hold |
|
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|
2024
Q4 | $462K | Sell |
|
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|
2024
Q3 | $485K | Hold |
|
|||||
|
2024
Q2 | $379K | Sell |
|
|||||
|
2024
Q1 | $1.29M | Buy |
|
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|
2023
Q4 | $916K | Buy |
|
|||||
|
2023
Q3 | $239K | Sell |
|
|||||
|
2023
Q2 | $297K | Hold |
|
|||||
|
2023
Q1 | $287K | Sell |
|
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|
2022
Q4 | $286K | Sell |
|
|||||
|
2022
Q3 | $551K | Hold |
|
|||||
|
2022
Q2 | $601K | Buy |
|
|||||
|
2022
Q1 | $432K | Hold |
|
|||||
|
2021
Q4 | $461K | Hold |
|
|||||
|
2021
Q3 | $409K | Hold |
|
|||||
|
2021
Q2 | $390K | Sell |
|
|||||
|
2021
Q1 | $340K | Hold |
|
|||||
|
2020
Q4 | $316K | Hold |
|
|||||
|
2020
Q3 | $253K | Hold |
|
|||||
|
2020
Q2 | $252K | Hold |
|
|||||
|
2020
Q1 | $226K | Hold |
|
|||||
|
2019
Q4 | $295K | Hold |
|
|||||
|
2019
Q3 | $271K | Hold |
|
|||||
|
2019
Q2 | $244K | Hold |
|
|||||
|
2019
Q1 | $238K | Buy |
|