Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Sell |
|
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|
2025
Q1 | $464K | Buy |
|
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|
2024
Q4 | $459K | Buy |
|
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|
2024
Q3 | $446K | Buy |
|
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|
2024
Q2 | $235K | Buy |
|
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|
2024
Q1 | $242K | Hold |
|
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|
2023
Q4 | $219K | Buy |
|
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|
2023
Q3 | $202K | Buy |
|
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|
2023
Q2 | $243K | Buy |
|
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|
2023
Q1 | $217K | Buy |
|
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|
2022
Q4 | $249K | Buy |
|
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|
2021
Q3 | – | Sell |
|
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|
2021
Q2 | $206K | Buy |
|