Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66K | Buy |
|
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|
2025
Q1 | $62K | Sell |
|
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|
2024
Q4 | $87K | Sell |
|
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|
2024
Q3 | $101K | Buy |
|
|||||
|
2024
Q2 | $78K | Sell |
|
|||||
|
2024
Q1 | $119K | Sell |
|
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|
2023
Q4 | $195K | Buy |
|
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|
2023
Q3 | $135K | Buy |
|
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|
2023
Q2 | $140K | Buy |
|
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|
2023
Q1 | $67K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
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|
2021
Q2 | $42K | Sell |
|
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|
2021
Q1 | $78K | Hold |
|
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|
2020
Q4 | $92K | Hold |
|
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|
2020
Q3 | $76K | Buy |
|