Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
|
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|
2025
Q1 | $234K | Sell |
|
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|
2024
Q4 | $221K | Sell |
|
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|
2024
Q3 | $274K | Sell |
|
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|
2024
Q2 | $1.01M | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $221K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $202K | Sell |
|
|||||
|
2022
Q2 | $222K | Sell |
|
|||||
|
2022
Q1 | $217K | Sell |
|
|||||
|
2021
Q4 | $202K | Sell |
|
|||||
|
2021
Q3 | $245K | Sell |
|
|||||
|
2021
Q2 | $302K | Sell |
|
|||||
|
2021
Q1 | $303K | Sell |
|
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|
2020
Q4 | $454K | Buy |
|
|||||
|
2020
Q3 | $402K | Buy |
|
|||||
|
2020
Q2 | $361K | Sell |
|
|||||
|
2020
Q1 | $301K | Buy |
|