Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $304K | Sell |
|
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|
2024
Q3 | $348K | Sell |
|
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|
2024
Q2 | $433K | Buy |
|
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|
2024
Q1 | $420K | Buy |
|
|||||
|
2023
Q4 | $275K | Buy |
|
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|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $208K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $209K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $233K | Hold |
|
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|
2019
Q1 | $229K | Buy |
|