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 | $242K | Sell |
|
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|
2024
Q1 | $238K | Buy |
|
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|
2023
Q4 | $272K | Sell |
|
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|
2023
Q3 | $241K | Sell |
|
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|
2023
Q2 | $240K | Sell |
|
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|
2023
Q1 | $358K | Sell |
|
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|
2022
Q4 | $319K | Sell |
|
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|
2022
Q3 | $402K | Buy |
|
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|
2022
Q2 | $453K | Buy |
|
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|
2022
Q1 | $359K | Buy |
|
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|
2021
Q4 | $450K | Buy |
|