Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $492K | Hold |
|
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|
2025
Q2 | $482K | Buy |
|
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|
2025
Q1 | $328K | Buy |
|
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|
2024
Q4 | $254K | Sell |
|
|||||
|
2024
Q3 | $325K | Hold |
|
|||||
|
2024
Q2 | $244K | Sell |
|
|||||
|
2024
Q1 | $224K | Sell |
|
|||||
|
2023
Q4 | $301K | Sell |
|
|||||
|
2023
Q3 | $258K | Sell |
|
|||||
|
2023
Q2 | $294K | Sell |
|
|||||
|
2023
Q1 | $501K | Buy |
|
|||||
|
2022
Q4 | $363K | Sell |
|
|||||
|
2022
Q3 | $324K | Sell |
|
|||||
|
2022
Q2 | $444K | Buy |
|
|||||
|
2022
Q1 | $316K | Sell |
|
|||||
|
2021
Q4 | $454K | Sell |
|
|||||
|
2021
Q3 | $456K | Buy |
|
|||||
|
2021
Q2 | $381K | Sell |
|
|||||
|
2021
Q1 | $395K | Buy |
|
|||||
|
2020
Q4 | $353K | Sell |
|
|||||
|
2020
Q3 | $371K | Sell |
|
|||||
|
2020
Q2 | $379K | Sell |
|
|||||
|
2020
Q1 | $344K | Sell |
|
|||||
|
2019
Q4 | $490K | Buy |
|