Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Sell |
|
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|
2025
Q1 | $357K | Hold |
|
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|
2024
Q4 | $444K | Hold |
|
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|
2024
Q3 | $420K | Hold |
|
|||||
|
2024
Q2 | $413K | Hold |
|
|||||
|
2024
Q1 | $490K | Hold |
|
|||||
|
2023
Q4 | $541K | Sell |
|
|||||
|
2023
Q3 | $446K | Hold |
|
|||||
|
2023
Q2 | $572K | Sell |
|
|||||
|
2023
Q1 | $691K | Sell |
|
|||||
|
2022
Q4 | $838K | Sell |
|
|||||
|
2022
Q3 | $1.03M | Sell |
|
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|
2022
Q2 | $1.13M | Buy |
|
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|
2022
Q1 | $1.01M | Buy |
|
|||||
|
2021
Q4 | $768K | Sell |
|
|||||
|
2021
Q3 | $1.29M | Buy |
|
|||||
|
2021
Q2 | $1.22M | Buy |
|
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|
2021
Q1 | $1.54M | Buy |
|