Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Sell |
|
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|
2025
Q1 | $645K | Buy |
|
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|
2024
Q4 | $550K | Buy |
|
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|
2024
Q3 | $522K | Buy |
|
|||||
|
2024
Q2 | $462K | Sell |
|
|||||
|
2024
Q1 | $475K | Buy |
|
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|
2023
Q4 | $468K | Sell |
|
|||||
|
2023
Q3 | $425K | Sell |
|
|||||
|
2023
Q2 | $485K | Sell |
|
|||||
|
2023
Q1 | $569K | Buy |
|
|||||
|
2022
Q4 | $555K | Sell |
|
|||||
|
2022
Q3 | $504K | Buy |
|
|||||
|
2022
Q2 | $597K | Buy |
|
|||||
|
2022
Q1 | $543K | Sell |
|
|||||
|
2021
Q4 | $497K | Sell |
|
|||||
|
2021
Q3 | $468K | Sell |
|
|||||
|
2021
Q2 | $586K | Buy |
|
|||||
|
2021
Q1 | $419K | Sell |
|
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|
2020
Q4 | $438K | Sell |
|
|||||
|
2020
Q3 | $365K | Sell |
|
|||||
|
2020
Q2 | $454K | Buy |
|