Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $833K | Sell |
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|
2025
Q2 | $738K | Sell |
|
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|
2025
Q1 | $1.17M | Sell |
|
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|
2024
Q4 | $1.5M | Buy |
|
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|
2024
Q3 | $705K | Sell |
|
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|
2024
Q2 | $756K | Sell |
|
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|
2024
Q1 | $1.01M | Buy |
|
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|
2023
Q4 | $993K | Sell |
|
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|
2023
Q3 | $960K | Buy |
|
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|
2023
Q2 | $499K | Buy |
|
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|
2023
Q1 | $126K | Hold |
|
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|
2022
Q4 | $152K | Sell |
|
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|
2022
Q3 | $244K | Buy |
|
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|
2022
Q2 | $58K | Buy |
|
|||||
|
2022
Q1 | $1K | Sell |
|
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|
2021
Q4 | $141K | Hold |
|
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|
2021
Q3 | $223K | Hold |
|
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|
2021
Q2 | $289K | Buy |
|