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 | $85K | Sell |
|
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|
2024
Q3 | $131K | Sell |
|
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|
2024
Q2 | $167K | Sell |
|
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|
2024
Q1 | $407K | Sell |
|
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|
2023
Q4 | $552K | Sell |
|
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|
2023
Q3 | $542K | Buy |
|
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|
2023
Q2 | $558K | Hold |
|
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|
2023
Q1 | $568K | Buy |
|
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|
2022
Q4 | $305K | Buy |
|
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|
2022
Q3 | $156K | Sell |
|
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|
2022
Q2 | $214K | Buy |
|
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|
2022
Q1 | $173K | Buy |
|
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|
2020
Q4 | – | Sell |
|
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|
2020
Q3 | $90K | Buy |
|