Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $885K | Hold |
|
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|
2025
Q1 | $747K | Sell |
|
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|
2024
Q4 | $665K | Buy |
|
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|
2024
Q3 | $558K | Sell |
|
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|
2024
Q2 | $469K | Buy |
|
|||||
|
2024
Q1 | $478K | Hold |
|
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|
2023
Q4 | $409K | Hold |
|
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|
2023
Q3 | $351K | Hold |
|
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|
2023
Q2 | $335K | Hold |
|
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|
2023
Q1 | $328K | Hold |
|
|||||
|
2022
Q4 | $353K | Buy |
|
|||||
|
2022
Q3 | $284K | Buy |
|