Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.79M | Sell |
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|
2025
Q1 | $4.89M | Sell |
|
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|
2024
Q4 | $5.34M | Buy |
|
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|
2024
Q3 | $3.86M | Buy |
|
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|
2024
Q2 | $2.81M | Sell |
|
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|
2024
Q1 | $3.1M | Buy |
|
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|
2023
Q4 | $2.91M | Sell |
|
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|
2023
Q3 | $3.6M | Buy |
|
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|
2023
Q2 | $3.25M | Buy |
|
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|
2023
Q1 | $1.44M | Buy |
|
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|
2022
Q4 | $1.41M | Buy |
|
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|
2022
Q3 | $898K | Buy |
|
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|
2022
Q2 | $775K | Sell |
|
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|
2022
Q1 | $1.09M | Hold |
|
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|
2021
Q4 | $958K | Sell |
|
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|
2021
Q3 | $910K | Hold |
|
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|
2021
Q2 | $982K | Buy |
|