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 | $202K | Hold |
|
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|
2024
Q3 | $263K | Hold |
|
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|
2024
Q2 | $260K | Hold |
|
|||||
|
2024
Q1 | $297K | Hold |
|
|||||
|
2023
Q4 | $264K | Hold |
|
|||||
|
2023
Q3 | $234K | Hold |
|
|||||
|
2023
Q2 | $213K | Hold |
|
|||||
|
2023
Q1 | $226K | Hold |
|
|||||
|
2022
Q4 | $207K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $208K | Hold |
|
|||||
|
2021
Q4 | $238K | Hold |
|
|||||
|
2021
Q3 | $211K | Hold |
|
|||||
|
2021
Q2 | $203K | Buy |
|