Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Sell |
|
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|
2025
Q1 | $613K | Sell |
|
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|
2024
Q4 | $678K | Sell |
|
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|
2024
Q3 | $650K | Buy |
|
|||||
|
2024
Q2 | $579K | Sell |
|
|||||
|
2024
Q1 | $688K | Buy |
|
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|
2023
Q4 | $633K | Buy |
|
|||||
|
2023
Q3 | $470K | Buy |
|
|||||
|
2023
Q2 | $510K | Buy |
|
|||||
|
2023
Q1 | $378K | Sell |
|
|||||
|
2022
Q4 | $402K | Sell |
|
|||||
|
2022
Q3 | $361K | Buy |
|