Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Sell |
|
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|
2025
Q1 | $241K | Buy |
|
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|
2024
Q4 | $270K | Sell |
|
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|
2024
Q3 | $331K | Sell |
|
|||||
|
2024
Q2 | $516K | Buy |
|
|||||
|
2024
Q1 | $835K | Sell |
|
|||||
|
2023
Q4 | $1.49M | Buy |
|
|||||
|
2023
Q3 | $949K | Sell |
|
|||||
|
2023
Q2 | $3.1M | Sell |
|
|||||
|
2023
Q1 | $3.5M | Buy |
|
|||||
|
2022
Q4 | $359K | Hold |
|
|||||
|
2022
Q3 | $400K | Buy |
|
|||||
|
2022
Q2 | $342K | Buy |
|
|||||
|
2022
Q1 | $80K | Sell |
|
|||||
|
2021
Q4 | $450K | Sell |
|
|||||
|
2021
Q3 | $819K | Sell |
|
|||||
|
2021
Q2 | $1.43M | Buy |
|