Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $634K | Buy |
|
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|
2025
Q2 | $567K | Sell |
|
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|
2025
Q1 | $580K | Sell |
|
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|
2024
Q4 | $499K | Sell |
|
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|
2024
Q3 | $526K | Sell |
|
|||||
|
2024
Q2 | $582K | Buy |
|
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|
2024
Q1 | $532K | Buy |
|
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|
2023
Q4 | $515K | Buy |
|
|||||
|
2023
Q3 | $209K | Buy |
|
|||||
|
2023
Q2 | $66.5K | Buy |
|
|||||
|
2023
Q1 | $45.7K | Sell |
|
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|
2022
Q4 | $55.2K | Sell |
|
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|
2022
Q3 | $53K | Buy |
|
|||||
|
2022
Q2 | $30K | Buy |
|
|||||
|
2022
Q1 | $22K | Buy |
|