Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Hold |
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|
2025
Q1 | $102K | Sell |
|
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|
2024
Q4 | $148K | Buy |
|
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|
2024
Q3 | $115K | Buy |
|
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|
2024
Q2 | $4.21K | Buy |
|
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $109K | Hold |
|
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|
2023
Q3 | $92.7K | Sell |
|
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|
2023
Q2 | $128K | Buy |
|
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|
2023
Q1 | $62.5K | Sell |
|
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|
2022
Q4 | $90.7K | Hold |
|
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|
2022
Q3 | $82K | Buy |
|