Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $593K | Sell |
|
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|
2025
Q2 | $726K | Buy |
|
|||||
|
2025
Q1 | $591K | Buy |
|
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|
2024
Q4 | $645K | Sell |
|
|||||
|
2024
Q3 | $743K | Sell |
|
|||||
|
2024
Q2 | $779K | Buy |
|
|||||
|
2024
Q1 | $1.09M | Buy |
|
|||||
|
2023
Q4 | $918K | Buy |
|
|||||
|
2023
Q3 | $544K | Sell |
|
|||||
|
2023
Q2 | $782K | Hold |
|
|||||
|
2023
Q1 | $802K | Buy |
|
|||||
|
2022
Q4 | $556K | Buy |
|
|||||
|
2022
Q3 | $409K | Buy |
|