Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $210K | Sell |
|
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|
2024
Q3 | $345K | Hold |
|
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|
2024
Q2 | $310K | Sell |
|
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|
2024
Q1 | $748K | Hold |
|
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|
2023
Q4 | $693K | Sell |
|
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|
2023
Q3 | $821K | Sell |
|
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|
2023
Q2 | $826K | Hold |
|
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|
2023
Q1 | $868K | Buy |
|
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|
2022
Q4 | $704K | Sell |
|
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|
2022
Q3 | $888K | Buy |
|
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|
2022
Q2 | $842K | Buy |
|
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|
2022
Q1 | $910K | Buy |
|
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|
2021
Q4 | $654K | Sell |
|
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|
2021
Q3 | $646K | Hold |
|
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|
2021
Q2 | $569K | Buy |
|
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|
2021
Q1 | $318K | Buy |
|
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|
2020
Q4 | $210K | Buy |
|
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|
2020
Q3 | $148K | Buy |
|