Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $517K | Sell |
|
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|
2025
Q2 | $279K | Buy |
|
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|
2025
Q1 | $166K | Sell |
|
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|
2024
Q4 | $263K | Sell |
|
|||||
|
2024
Q3 | $529K | Buy |
|
|||||
|
2024
Q2 | $300K | Buy |
|
|||||
|
2024
Q1 | $228K | Sell |
|
|||||
|
2023
Q4 | $378K | Sell |
|
|||||
|
2023
Q3 | $319K | Buy |
|
|||||
|
2023
Q2 | $383K | Buy |
|
|||||
|
2023
Q1 | $205K | Sell |
|
|||||
|
2022
Q4 | $292K | Buy |
|
|||||
|
2022
Q3 | $332K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $540K | Buy |
|