Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Buy |
|
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|
2025
Q1 | $424K | Sell |
|
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|
2024
Q4 | $476K | Buy |
|
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|
2024
Q3 | $328K | Buy |
|
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|
2024
Q2 | $318K | Buy |
|
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|
2024
Q1 | $308K | Sell |
|
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|
2023
Q4 | $646K | Buy |
|
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|
2023
Q3 | $396K | Buy |
|
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|
2023
Q2 | $297K | Buy |
|
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|
2023
Q1 | $105K | Buy |
|
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|
2022
Q4 | $83.8K | Hold |
|
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|
2022
Q3 | $123K | Buy |
|
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|
2022
Q2 | $17K | Buy |
|