Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $182K | Hold |
|
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|
2025
Q4 | $207K | Hold |
|
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|
2025
Q3 | $189K | Hold |
|
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|
2025
Q2 | $172K | Hold |
|
|||||
|
2025
Q1 | $159K | Hold |
|
|||||
|
2024
Q4 | $157K | Hold |
|
|||||
|
2024
Q3 | $167K | Hold |
|
|||||
|
2024
Q2 | $198K | Hold |
|
|||||
|
2024
Q1 | $210K | Hold |
|
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|
2023
Q4 | $193K | Hold |
|
|||||
|
2023
Q3 | $196K | Buy |
|