Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Sell |
|
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|
2025
Q1 | $321K | Sell |
|
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|
2024
Q4 | $490K | Sell |
|
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|
2024
Q3 | $663K | Buy |
|
|||||
|
2024
Q2 | $306K | Sell |
|
|||||
|
2024
Q1 | $571K | Sell |
|
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|
2023
Q4 | $701K | Buy |
|
|||||
|
2023
Q3 | $320K | Sell |
|
|||||
|
2023
Q2 | $438K | Sell |
|
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|
2023
Q1 | $465K | Sell |
|
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|
2022
Q4 | $599K | Sell |
|
|||||
|
2022
Q3 | $567K | Buy |
|
|||||
|
2022
Q2 | $476K | Buy |
|
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|
2022
Q1 | $27K | Buy |
|