Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
|
|||||
|
2025
Q1 | $589K | Hold |
|
|||||
|
2024
Q4 | $780K | Hold |
|
|||||
|
2024
Q3 | $691K | Hold |
|
|||||
|
2024
Q2 | $768K | Buy |
|
|||||
|
2024
Q1 | $448K | Sell |
|
|||||
|
2023
Q4 | $367K | Buy |
|
|||||
|
2023
Q3 | $437K | Hold |
|
|||||
|
2023
Q2 | $485K | Hold |
|
|||||
|
2023
Q1 | $529K | Sell |
|
|||||
|
2022
Q4 | $606K | Sell |
|
|||||
|
2022
Q3 | $839K | Buy |
|
|||||
|
2022
Q2 | $410K | Buy |
|