Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Buy |
|
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|
2025
Q1 | $431K | Buy |
|
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|
2024
Q4 | $542K | Sell |
|
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|
2024
Q3 | $557K | Sell |
|
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|
2024
Q2 | $628K | Sell |
|
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|
2024
Q1 | $1.08M | Buy |
|
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|
2023
Q4 | $1.02M | Sell |
|
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|
2023
Q3 | $1.21M | Buy |
|
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|
2023
Q2 | $964K | Buy |
|
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|
2023
Q1 | $603K | Buy |
|
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|
2022
Q4 | $369K | Buy |
|
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|
2022
Q3 | $230K | Buy |
|