Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Buy |
|
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|
2025
Q1 | $321K | Sell |
|
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|
2024
Q4 | $965K | Sell |
|
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|
2024
Q3 | $1.66M | Sell |
|
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|
2024
Q2 | $1.8M | Buy |
|
|||||
|
2024
Q1 | $1.73M | Sell |
|
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|
2023
Q4 | $2.01M | Buy |
|
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|
2023
Q3 | $522K | Sell |
|
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|
2023
Q2 | $2.91M | Sell |
|
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|
2023
Q1 | $3.62M | Hold |
|
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|
2022
Q4 | $3.56M | Buy |
|
|||||
|
2022
Q3 | $3.87M | Buy |
|
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|
2022
Q2 | $3.6M | Buy |
|
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|
2022
Q1 | $4.42M | Sell |
|
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|
2021
Q4 | $6.57M | Sell |
|
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|
2021
Q3 | $11M | Buy |
|
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|
2021
Q2 | $8.95M | Buy |
|