Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $442K | Hold |
|
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|
2025
Q3 | $487K | Hold |
|
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|
2025
Q2 | $554K | Sell |
|
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|
2025
Q1 | $637K | Hold |
|
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|
2024
Q4 | $584K | Hold |
|
|||||
|
2024
Q3 | $543K | Hold |
|
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|
2024
Q2 | $478K | Buy |
|
|||||
|
2024
Q1 | $395K | Hold |
|
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|
2023
Q4 | $313K | Hold |
|
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|
2023
Q3 | $262K | Buy |
|
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|
2023
Q2 | $232K | Buy |
|