Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.08M | Hold |
|
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|
2024
Q2 | $939K | Sell |
|
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|
2024
Q1 | $896K | Sell |
|
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|
2023
Q4 | $984K | Buy |
|
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|
2023
Q3 | $767K | Buy |
|
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|
2023
Q2 | $830K | Buy |
|
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|
2023
Q1 | $803K | Sell |
|
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|
2022
Q4 | $891K | Hold |
|
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|
2022
Q3 | $765K | Buy |
|
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|
2022
Q2 | $830K | Sell |
|
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|
2022
Q1 | $918K | Sell |
|
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|
2021
Q4 | $1.19M | Buy |
|
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|
2021
Q3 | $1.33M | Buy |
|