Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $448K | Sell |
|
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|
2025
Q2 | $408K | Sell |
|
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|
2025
Q1 | $387K | Sell |
|
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|
2024
Q4 | $605K | Sell |
|
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|
2024
Q3 | $481K | Sell |
|
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|
2024
Q2 | $489K | Buy |
|
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|
2024
Q1 | $866K | Buy |
|
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|
2023
Q4 | $816K | Buy |
|
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|
2023
Q3 | $829K | Sell |
|
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|
2023
Q2 | $537K | Buy |
|
|||||
|
2023
Q1 | $644K | Sell |
|
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|
2022
Q4 | $674K | Buy |
|
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|
2022
Q3 | $844K | Sell |
|
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|
2022
Q2 | $1.13M | Buy |
|
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|
2022
Q1 | $1.11M | Buy |
|