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 | $292K | Buy |
|
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|
2024
Q4 | $290K | Buy |
|
|||||
|
2024
Q3 | $283K | Buy |
|
|||||
|
2024
Q2 | $223K | Sell |
|
|||||
|
2024
Q1 | $550K | Sell |
|
|||||
|
2023
Q4 | $647K | Buy |
|
|||||
|
2023
Q3 | $511K | Buy |
|
|||||
|
2023
Q2 | $503K | Sell |
|
|||||
|
2023
Q1 | $534K | Buy |
|
|||||
|
2022
Q4 | $392K | Buy |
|
|||||
|
2022
Q3 | $326K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $314K | Sell |
|
|||||
|
2019
Q1 | $278K | Buy |
|