Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $769K | Sell |
|
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|
2025
Q1 | $732K | Buy |
|
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|
2024
Q4 | $409K | Buy |
|
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|
2024
Q3 | $410K | Sell |
|
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|
2024
Q2 | $397K | Sell |
|
|||||
|
2024
Q1 | $444K | Buy |
|
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|
2023
Q4 | $407K | Sell |
|
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|
2023
Q3 | $333K | Sell |
|
|||||
|
2023
Q2 | $380K | Hold |
|
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|
2023
Q1 | $371K | Sell |
|
|||||
|
2022
Q4 | $426K | Buy |
|
|||||
|
2022
Q3 | $347K | Buy |
|
|||||
|
2022
Q2 | $203K | Buy |
|