Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $404K | Sell |
|
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|
2024
Q4 | $917K | Sell |
|
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|
2024
Q3 | $888K | Sell |
|
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|
2024
Q2 | $700K | Buy |
|
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|
2024
Q1 | $815K | Buy |
|
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|
2023
Q4 | $456K | Buy |
|
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|
2023
Q3 | $369K | Sell |
|
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|
2023
Q2 | $498K | Buy |
|
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|
2023
Q1 | $277K | Buy |
|
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|
2022
Q4 | $295K | Sell |
|
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|
2022
Q3 | $341K | Buy |
|