Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
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|
2025
Q2 | $338K | Sell |
|
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|
2025
Q1 | $348K | Sell |
|
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|
2024
Q4 | $506K | Sell |
|
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|
2024
Q3 | $1.52M | Buy |
|
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|
2024
Q2 | $1.39M | Sell |
|
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|
2024
Q1 | $1.37M | Buy |
|
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|
2023
Q4 | $1.03M | Sell |
|
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|
2023
Q3 | $14.8M | Buy |
|
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|
2023
Q2 | $14.4M | Buy |
|
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|
2023
Q1 | $12.5M | Buy |
|
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|
2022
Q4 | $629K | Sell |
|
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|
2022
Q3 | $467K | Buy |
|
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|
2022
Q2 | $174K | Hold |
|
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|
2022
Q1 | $238K | Sell |
|
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|
2021
Q4 | $477K | Hold |
|
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|
2021
Q3 | $543K | Hold |
|
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|
2021
Q2 | $441K | Buy |
|