Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Buy |
|
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|
2025
Q1 | $94.8K | Sell |
|
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|
2024
Q4 | $134K | Sell |
|
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|
2024
Q3 | $234K | Sell |
|
|||||
|
2024
Q2 | $231K | Buy |
|
|||||
|
2024
Q1 | $256K | Sell |
|
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|
2023
Q4 | $330K | Hold |
|
|||||
|
2023
Q3 | $277K | Sell |
|
|||||
|
2023
Q2 | $349K | Buy |
|
|||||
|
2023
Q1 | $152K | Buy |
|
|||||
|
2022
Q4 | $114K | Hold |
|
|||||
|
2022
Q3 | $102K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $603K | Sell |
|
|||||
|
2021
Q2 | $763K | Sell |
|
|||||
|
2021
Q1 | $987K | Buy |
|
|||||
|
2020
Q4 | $844K | Buy |
|
|||||
|
2020
Q3 | $571K | Buy |
|
|||||
|
2020
Q2 | $429K | Sell |
|
|||||
|
2020
Q1 | $700K | Buy |
|
|||||
|
2019
Q4 | $149K | Sell |
|
|||||
|
2019
Q3 | $787K | Buy |
|
|||||
|
2019
Q2 | $572K | Buy |
|