Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60K | Hold |
|
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|
2025
Q1 | $53.8K | Sell |
|
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|
2024
Q4 | $83.2K | Sell |
|
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|
2024
Q3 | $184K | Hold |
|
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|
2024
Q2 | $182K | Buy |
|
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|
2024
Q1 | $122K | Buy |
|
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $1.06M | Hold |
|
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|
2023
Q1 | $1.12M | Hold |
|
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|
2022
Q4 | $1.03M | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $1.4M | Hold |
|
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|
2021
Q2 | $1.34M | Buy |
|
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|
2021
Q1 | $129K | Hold |
|
|||||
|
2020
Q4 | $103K | Hold |
|
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|
2020
Q3 | $93K | Hold |
|
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|
2020
Q2 | $90K | Hold |
|
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|
2020
Q1 | $72K | Hold |
|
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|
2019
Q4 | $111K | Buy |
|