Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Sell |
|
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|
2025
Q1 | $399K | Hold |
|
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|
2024
Q4 | $360K | Hold |
|
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|
2024
Q3 | $313K | Hold |
|
|||||
|
2024
Q2 | $299K | Hold |
|
|||||
|
2024
Q1 | $318K | Hold |
|
|||||
|
2023
Q4 | $296K | Hold |
|
|||||
|
2023
Q3 | $262K | Sell |
|
|||||
|
2023
Q2 | $291K | Sell |
|
|||||
|
2023
Q1 | $311K | Hold |
|
|||||
|
2022
Q4 | $311K | Sell |
|
|||||
|
2022
Q3 | $317K | Sell |
|
|||||
|
2022
Q2 | $377K | Sell |
|
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|
2022
Q1 | $461K | Buy |
|
|||||
|
2021
Q4 | $446K | Buy |
|
|||||
|
2021
Q3 | $443K | Buy |
|