Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $353K | Hold |
|
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|
2024
Q2 | $344K | Hold |
|
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|
2024
Q1 | $294K | Hold |
|
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|
2023
Q4 | $298K | Hold |
|
|||||
|
2023
Q3 | $278K | Hold |
|
|||||
|
2023
Q2 | $262K | Hold |
|
|||||
|
2023
Q1 | $244K | Hold |
|
|||||
|
2022
Q4 | $248K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $220K | Hold |
|
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|
2021
Q3 | $224K | Buy |
|