Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $352K | Hold |
|
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|
2025
Q2 | $242K | Hold |
|
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|
2025
Q1 | $233K | Sell |
|
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|
2024
Q4 | $574K | Buy |
|
|||||
|
2024
Q3 | $270K | Hold |
|
|||||
|
2024
Q2 | $230K | Hold |
|
|||||
|
2024
Q1 | $255K | Hold |
|
|||||
|
2023
Q4 | $274K | Sell |
|
|||||
|
2023
Q3 | $376K | Buy |
|
|||||
|
2023
Q2 | $301K | Buy |
|
|||||
|
2023
Q1 | $179K | Hold |
|
|||||
|
2022
Q4 | $196K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
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|
2020
Q1 | $726K | Buy |
|
|||||
|
2019
Q4 | $897K | Hold |
|
|||||
|
2019
Q3 | $847K | Buy |
|