Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $429K | Buy |
|
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|
2025
Q2 | $373K | Buy |
|
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|
2025
Q1 | $228K | Buy |
|
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|
2024
Q4 | $168K | Sell |
|
|||||
|
2024
Q3 | $223K | Buy |
|
|||||
|
2024
Q2 | $136K | Sell |
|
|||||
|
2024
Q1 | $171K | Sell |
|
|||||
|
2023
Q4 | $161K | Sell |
|
|||||
|
2023
Q3 | $128K | Sell |
|
|||||
|
2023
Q2 | $129K | Sell |
|
|||||
|
2023
Q1 | $109K | Sell |
|
|||||
|
2022
Q4 | $118K | Sell |
|
|||||
|
2022
Q3 | $128K | Buy |
|