Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $412K | Hold |
|
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|
2024
Q2 | $370K | Hold |
|
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|
2024
Q1 | $396K | Buy |
|
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|
2023
Q4 | $379K | Buy |
|
|||||
|
2023
Q3 | $344K | Hold |
|
|||||
|
2023
Q2 | $366K | Hold |
|
|||||
|
2023
Q1 | $341K | Hold |
|
|||||
|
2022
Q4 | $370K | Hold |
|
|||||
|
2022
Q3 | $325K | Hold |
|
|||||
|
2022
Q2 | $282K | Hold |
|
|||||
|
2022
Q1 | $364K | Sell |
|
|||||
|
2021
Q4 | $348K | Buy |
|
|||||
|
2021
Q3 | $320K | Buy |
|