Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Hold |
|
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|
2025
Q1 | $724K | Hold |
|
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|
2024
Q4 | $674K | Sell |
|
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|
2024
Q3 | $638K | Hold |
|
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|
2024
Q2 | $529K | Buy |
|
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|
2024
Q1 | $275K | Hold |
|
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|
2023
Q4 | $228K | Sell |
|
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|
2023
Q3 | $226K | Hold |
|
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|
2023
Q2 | $252K | Sell |
|
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|
2023
Q1 | $234K | Buy |
|
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|
2022
Q4 | $202K | Buy |
|
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|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $208K | Hold |
|
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|
2021
Q4 | $213K | Hold |
|
|||||
|
2021
Q3 | $222K | Hold |
|
|||||
|
2021
Q2 | $219K | Hold |
|
|||||
|
2021
Q1 | $244K | Hold |
|
|||||
|
2020
Q4 | $233K | Hold |
|
|||||
|
2020
Q3 | $211K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $237K | Hold |
|
|||||
|
2019
Q3 | $212K | Buy |
|