Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $293K | Hold |
|
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|
2025
Q2 | $301K | Hold |
|
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|
2025
Q1 | $314K | Hold |
|
|||||
|
2024
Q4 | $287K | Hold |
|
|||||
|
2024
Q3 | $300K | Hold |
|
|||||
|
2024
Q2 | $265K | Hold |
|
|||||
|
2024
Q1 | $269K | Hold |
|
|||||
|
2023
Q4 | $235K | Hold |
|
|||||
|
2023
Q3 | $216K | Hold |
|
|||||
|
2023
Q2 | $200K | Hold |
|
|||||
|
2023
Q1 | $202K | Hold |
|
|||||
|
2022
Q4 | $229K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $200K | Hold |
|
|||||
|
2022
Q1 | $218K | Buy |
|