Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
|
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|
2025
Q1 | $207K | Sell |
|
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|
2024
Q4 | $559K | Sell |
|
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|
2024
Q3 | $799K | Buy |
|
|||||
|
2024
Q2 | $734K | Sell |
|
|||||
|
2024
Q1 | $1.41M | Buy |
|
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|
2023
Q4 | $1.33M | Buy |
|
|||||
|
2023
Q3 | $1.15M | Sell |
|
|||||
|
2023
Q2 | $1.35M | Sell |
|
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|
2023
Q1 | $1.34M | Sell |
|
|||||
|
2022
Q4 | $1.37M | Buy |
|
|||||
|
2022
Q3 | $1.17M | Hold |
|
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|
2022
Q2 | $1.19M | Buy |
|
|||||
|
2022
Q1 | $1.12M | Buy |
|
|||||
|
2021
Q4 | $743K | Sell |
|
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|
2021
Q3 | $688K | Sell |
|
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|
2021
Q2 | $727K | Hold |
|
|||||
|
2021
Q1 | $694K | Hold |
|
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|
2020
Q4 | $728K | Buy |
|
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|
2020
Q3 | $657K | Buy |
|