Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
|
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|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $146K | Sell |
|
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|
2024
Q3 | $168K | Sell |
|
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|
2024
Q2 | $177K | Sell |
|
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|
2024
Q1 | $298K | Hold |
|
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|
2023
Q4 | $248K | Sell |
|
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|
2023
Q3 | $306K | Sell |
|
|||||
|
2023
Q2 | $422K | Buy |
|
|||||
|
2023
Q1 | $346K | Buy |
|
|||||
|
2022
Q4 | $125K | Sell |
|
|||||
|
2022
Q3 | $203K | Sell |
|
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|
2022
Q2 | $220K | Buy |
|