Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $248K | Hold |
|
|||||
|
2024
Q3 | $353K | Hold |
|
|||||
|
2024
Q2 | $189K | Hold |
|
|||||
|
2024
Q1 | $182K | Hold |
|
|||||
|
2023
Q4 | $161K | Buy |
|
|||||
|
2023
Q3 | $137K | Hold |
|
|||||
|
2023
Q2 | $133K | Hold |
|
|||||
|
2023
Q1 | $180K | Sell |
|
|||||
|
2022
Q4 | $233K | Hold |
|
|||||
|
2022
Q3 | $266K | Hold |
|
|||||
|
2022
Q2 | $480K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $115K | Sell |
|
|||||
|
2019
Q4 | $212K | Sell |
|
|||||
|
2019
Q3 | $227K | Hold |
|
|||||
|
2019
Q2 | $355K | Buy |
|