Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $204K | Sell |
|
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|
2024
Q1 | $230K | Buy |
|
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|
2023
Q4 | $238K | Sell |
|
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|
2023
Q3 | $316K | Buy |
|
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|
2023
Q2 | $358K | Sell |
|
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|
2023
Q1 | $488K | Sell |
|
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|
2022
Q4 | $1.57M | Buy |
|
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|
2022
Q3 | $880K | Sell |
|
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|
2022
Q2 | $954K | Buy |
|
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|
2022
Q1 | $872K | Buy |
|
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|
2021
Q4 | $924K | Buy |
|