Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $782K | Sell |
|
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|
2025
Q2 | $768K | Hold |
|
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|
2025
Q1 | $741K | Hold |
|
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|
2024
Q4 | $651K | Hold |
|
|||||
|
2024
Q3 | $690K | Hold |
|
|||||
|
2024
Q2 | $516K | Sell |
|
|||||
|
2024
Q1 | $535K | Hold |
|
|||||
|
2023
Q4 | $552K | Hold |
|
|||||
|
2023
Q3 | $472K | Hold |
|
|||||
|
2023
Q2 | $505K | Hold |
|
|||||
|
2023
Q1 | $530K | Hold |
|
|||||
|
2022
Q4 | $605K | Buy |
|
|||||
|
2022
Q3 | $553K | Hold |
|
|||||
|
2022
Q2 | $648K | Hold |
|
|||||
|
2022
Q1 | $745K | Sell |
|
|||||
|
2021
Q4 | $916K | Buy |
|
|||||
|
2019
Q4 | $910K | Buy |
|