Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $892K | Sell |
|
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|
2025
Q1 | $745K | Buy |
|
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|
2024
Q4 | $691K | Buy |
|
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|
2024
Q3 | $510K | Buy |
|
|||||
|
2024
Q2 | $389K | Buy |
|
|||||
|
2024
Q1 | $387K | Sell |
|
|||||
|
2023
Q4 | $500K | Buy |
|
|||||
|
2023
Q3 | $371K | Buy |
|
|||||
|
2023
Q2 | $415K | Buy |
|
|||||
|
2023
Q1 | $404K | Buy |
|
|||||
|
2022
Q4 | $279K | Buy |
|
|||||
|
2022
Q3 | $236K | Buy |
|
|||||
|
2022
Q2 | $248K | Buy |
|
|||||
|
2022
Q1 | $250K | Buy |
|
|||||
|
2021
Q4 | $252K | Buy |
|
|||||
|
2021
Q3 | $270K | Buy |
|
|||||
|
2021
Q2 | $265K | Buy |
|
|||||
|
2021
Q1 | $254K | Buy |
|