Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.31M | Sell |
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|
2025
Q2 | $17.1M | Sell |
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|
2025
Q1 | $14.3M | Buy |
|
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|
2024
Q4 | $6.78M | Sell |
|
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|
2024
Q3 | $9.53M | Buy |
|
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|
2024
Q2 | $1.41M | Buy |
|
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|
2024
Q1 | $530K | Buy |
|
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|
2023
Q4 | $455K | Buy |
|
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|
2023
Q3 | $136K | Hold |
|
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|
2023
Q2 | $152K | Hold |
|
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|
2023
Q1 | $123K | Sell |
|
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|
2022
Q4 | $361K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $198K | Sell |
|
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|
2021
Q4 | $268K | Hold |
|
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|
2021
Q3 | $230K | Hold |
|
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|
2021
Q2 | $226K | Buy |
|