Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $481K | Buy |
|
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|
2025
Q2 | $342K | Sell |
|
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|
2025
Q1 | $958K | Sell |
|
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|
2024
Q4 | $1.54M | Buy |
|
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|
2024
Q3 | $890K | Buy |
|
|||||
|
2024
Q2 | $855K | Sell |
|
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|
2024
Q1 | $880K | Buy |
|
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|
2023
Q4 | $849K | Buy |
|
|||||
|
2023
Q3 | $258K | Sell |
|
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|
2023
Q2 | $347K | Buy |
|
|||||
|
2023
Q1 | $207K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $5.29M | Hold |
|
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|
2022
Q1 | $5.91M | Buy |
|