Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Sell |
|
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|
2025
Q1 | $306K | Buy |
|
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|
2024
Q4 | $377K | Buy |
|
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|
2024
Q3 | $364K | Buy |
|
|||||
|
2024
Q2 | $320K | Sell |
|
|||||
|
2024
Q1 | $332K | Buy |
|
|||||
|
2023
Q4 | $313K | Sell |
|
|||||
|
2023
Q3 | $510K | Buy |
|
|||||
|
2023
Q2 | $524K | Buy |
|
|||||
|
2023
Q1 | $409K | Sell |
|
|||||
|
2022
Q4 | $359K | Sell |
|
|||||
|
2022
Q3 | $379K | Buy |
|