Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $668K | Buy |
|
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|
2025
Q2 | $610K | Sell |
|
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|
2025
Q1 | $758K | Sell |
|
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|
2024
Q4 | $1.38M | Buy |
|
|||||
|
2024
Q3 | $639K | Hold |
|
|||||
|
2024
Q2 | $604K | Buy |
|
|||||
|
2024
Q1 | $621K | Hold |
|
|||||
|
2023
Q4 | $552K | Buy |
|
|||||
|
2023
Q3 | $482K | Buy |
|
|||||
|
2023
Q2 | $441K | Sell |
|
|||||
|
2023
Q1 | $431K | Sell |
|
|||||
|
2022
Q4 | $434K | Buy |
|
|||||
|
2022
Q3 | $202K | Sell |
|
|||||
|
2022
Q2 | $277K | Buy |
|
|||||
|
2022
Q1 | $215K | Buy |
|