Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $718K | Sell |
|
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|
2024
Q2 | $634K | Buy |
|
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|
2024
Q1 | $526K | Sell |
|
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|
2023
Q4 | $524K | Buy |
|
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|
2023
Q3 | $285K | Sell |
|
|||||
|
2023
Q2 | $390K | Hold |
|
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|
2023
Q1 | $281K | Sell |
|
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|
2022
Q4 | $288K | Sell |
|
|||||
|
2022
Q3 | $215K | Hold |
|
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|
2022
Q2 | $252K | Sell |
|
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|
2022
Q1 | $379K | Buy |
|
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|
2021
Q4 | $385K | Buy |
|
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|
2021
Q3 | $364K | Buy |
|