Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
|
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|
2025
Q1 | $286K | Hold |
|
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|
2024
Q4 | $377K | Buy |
|
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|
2024
Q3 | $366K | Hold |
|
|||||
|
2024
Q2 | $328K | Buy |
|
|||||
|
2024
Q1 | $240K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $627K | Buy |
|
|||||
|
2021
Q4 | $251K | Sell |
|
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|
2021
Q3 | $641K | Buy |
|
|||||
|
2021
Q2 | $821K | Buy |
|
|||||
|
2021
Q1 | $863K | Sell |
|
|||||
|
2020
Q4 | $967K | Buy |
|
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|
2020
Q3 | $226K | Hold |
|
|||||
|
2020
Q2 | $237K | Buy |
|