Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
|
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|
2025
Q1 | $291K | Sell |
|
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|
2024
Q4 | $413K | Sell |
|
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|
2024
Q3 | $433K | Buy |
|
|||||
|
2024
Q2 | $326K | Buy |
|
|||||
|
2024
Q1 | $268K | Sell |
|
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|
2023
Q4 | $278K | Buy |
|
|||||
|
2023
Q3 | $288K | Buy |
|
|||||
|
2023
Q2 | $233K | Sell |
|
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|
2023
Q1 | $244K | Sell |
|
|||||
|
2022
Q4 | $359K | Buy |
|
|||||
|
2022
Q3 | $253K | Buy |
|