Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93K | Buy |
|
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|
2025
Q1 | $27K | Sell |
|
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|
2024
Q4 | $47K | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $65K | Hold |
|
|||||
|
2023
Q4 | $60K | Sell |
|
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|
2023
Q3 | $68K | Sell |
|
|||||
|
2023
Q2 | $188K | Buy |
|
|||||
|
2023
Q1 | $77K | Sell |
|
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|
2022
Q4 | $105K | Buy |
|
|||||
|
2022
Q3 | $62K | Hold |
|
|||||
|
2022
Q2 | $63K | Hold |
|
|||||
|
2022
Q1 | $64K | Buy |
|
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|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $43K | Hold |
|
|||||
|
2020
Q3 | $30K | Buy |
|