Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $841K | Sell |
|
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|
2025
Q2 | $865K | Sell |
|
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|
2025
Q1 | $848K | Sell |
|
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|
2024
Q4 | $694K | Buy |
|
|||||
|
2024
Q3 | $668K | Sell |
|
|||||
|
2024
Q2 | $599K | Sell |
|
|||||
|
2024
Q1 | $611K | Buy |
|
|||||
|
2023
Q4 | $233K | Buy |
|
|||||
|
2023
Q3 | $201K | Sell |
|
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|
2023
Q2 | $219K | Hold |
|
|||||
|
2023
Q1 | $264K | Sell |
|
|||||
|
2022
Q4 | $272K | Hold |
|
|||||
|
2022
Q3 | $227K | Buy |
|
|||||
|
2022
Q2 | $268K | Sell |
|
|||||
|
2022
Q1 | $291K | Sell |
|
|||||
|
2021
Q4 | $454K | Buy |
|
|||||
|
2019
Q4 | $838K | Buy |
|