Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $413K | Buy |
|
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|
2024
Q2 | $426K | Buy |
|
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|
2024
Q1 | $449K | Hold |
|
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|
2023
Q4 | $409K | Buy |
|
|||||
|
2023
Q3 | $464K | Buy |
|
|||||
|
2023
Q2 | $430K | Hold |
|
|||||
|
2023
Q1 | $461K | Buy |
|
|||||
|
2022
Q4 | $464K | Sell |
|
|||||
|
2022
Q3 | $433K | Hold |
|
|||||
|
2022
Q2 | $397K | Sell |
|
|||||
|
2022
Q1 | $447K | Sell |
|
|||||
|
2021
Q4 | $363K | Buy |
|
|||||
|
2021
Q3 | $316K | Buy |
|