Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $500K | Buy |
|
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|
2024
Q4 | $439K | Buy |
|
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|
2024
Q3 | $341K | Sell |
|
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|
2024
Q2 | $325K | Sell |
|
|||||
|
2024
Q1 | $423K | Buy |
|
|||||
|
2023
Q4 | $119K | Sell |
|
|||||
|
2023
Q3 | $205K | Buy |
|
|||||
|
2023
Q2 | $126K | Sell |
|
|||||
|
2023
Q1 | $188K | Buy |
|
|||||
|
2022
Q4 | $124K | Buy |
|
|||||
|
2022
Q3 | $82K | Sell |
|
|||||
|
2022
Q2 | $122K | Buy |
|
|||||
|
2022
Q1 | $133K | Buy |
|
|||||
|
2021
Q4 | $93K | Buy |
|
|||||
|
2021
Q3 | $78K | Buy |
|
|||||
|
2021
Q2 | $62K | Hold |
|
|||||
|
2021
Q1 | $59K | Hold |
|
|||||
|
2020
Q4 | $59K | Hold |
|
|||||
|
2020
Q3 | $51K | Buy |
|