Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $590K | Sell |
|
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|
2025
Q2 | $636K | Sell |
|
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|
2025
Q1 | $637K | Buy |
|
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|
2024
Q4 | $607K | Buy |
|
|||||
|
2024
Q3 | $599K | Sell |
|
|||||
|
2024
Q2 | $580K | Buy |
|
|||||
|
2024
Q1 | $578K | Sell |
|
|||||
|
2023
Q4 | $688K | Buy |
|
|||||
|
2023
Q3 | $603K | Buy |
|
|||||
|
2023
Q2 | $687K | Buy |
|
|||||
|
2023
Q1 | $624K | Sell |
|
|||||
|
2022
Q4 | $755K | Buy |
|