Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Buy |
|
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|
2025
Q1 | $470K | Sell |
|
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|
2024
Q4 | $805K | Buy |
|
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|
2024
Q3 | $617K | Buy |
|
|||||
|
2024
Q2 | $690K | Buy |
|
|||||
|
2024
Q1 | $542K | Buy |
|
|||||
|
2023
Q4 | $326K | Sell |
|
|||||
|
2023
Q3 | $309K | Buy |
|
|||||
|
2023
Q2 | $266K | Sell |
|
|||||
|
2023
Q1 | $357K | Sell |
|
|||||
|
2022
Q4 | $422K | Sell |
|
|||||
|
2022
Q3 | $311K | Buy |
|