Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $150K | Buy |
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|
2025
Q2 | $55.2K | Sell |
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|
2025
Q1 | $48.7K | Sell |
|
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|
2024
Q4 | $89.2K | Sell |
|
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|
2024
Q3 | $59.4K | Buy |
|
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|
2024
Q2 | $24.9K | Hold |
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|
2024
Q1 | $22.1K | Sell |
|
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|
2023
Q4 | $32.8K | Sell |
|
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|
2023
Q3 | $89.3K | Hold |
|
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|
2023
Q2 | $93.5K | Buy |
|
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|
2023
Q1 | $67.8K | Hold |
|
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|
2022
Q4 | $40.3K | Sell |
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|
2022
Q3 | $117K | Buy |
|
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|
2022
Q2 | $69K | Buy |
|
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|
2021
Q3 | – | Sell |
|
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|
2021
Q2 | $51K | Buy |
|
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $4K | Hold |
|
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|
2020
Q3 | $2K | Hold |
|
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|
2020
Q2 | $1K | Hold |
|
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|
2020
Q1 | $1K | Buy |
|
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|
2019
Q3 | – | Sell |
|
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|
2019
Q2 | $22K | Buy |
|