Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.11M | Hold |
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|
2024
Q1 | $2.25M | Hold |
|
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|
2023
Q4 | $2.09M | Sell |
|
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|
2023
Q3 | $2.01M | Hold |
|
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|
2023
Q2 | $2.08M | Hold |
|
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|
2023
Q1 | $1.97M | Buy |
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|
2022
Q4 | $1.73M | Hold |
|
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|
2022
Q3 | $1.48M | Buy |
|
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|
2022
Q2 | $166K | Hold |
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|
2022
Q1 | $187K | Hold |
|
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|
2021
Q4 | $184K | Sell |
|
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|
2021
Q3 | $634K | Sell |
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|
2021
Q2 | $782K | Buy |
|