Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.3M | Buy |
|
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|
2025
Q2 | $396K | Buy |
|
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|
2025
Q1 | $321K | Sell |
|
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|
2024
Q4 | $3.71M | Buy |
|
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|
2024
Q3 | $1.52M | Buy |
|
|||||
|
2024
Q2 | $204K | Sell |
|
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|
2024
Q1 | $1.37M | Buy |
|
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|
2023
Q4 | $206K | Buy |
|
|||||
|
2023
Q3 | $83.9K | Hold |
|
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|
2023
Q2 | $106K | Sell |
|
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|
2023
Q1 | $107K | Sell |
|
|||||
|
2022
Q4 | $4.47M | Sell |
|
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|
2022
Q3 | $4.98M | Buy |
|
|||||
|
2022
Q2 | $4.66M | Sell |
|
|||||
|
2022
Q1 | $7.09M | Sell |
|
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|
2021
Q4 | $14.7M | Sell |
|
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|
2021
Q3 | $12.6M | Sell |
|
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|
2021
Q2 | $17.2M | Buy |
|