Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $747K | Sell |
|
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|
2025
Q2 | $706K | Buy |
|
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|
2025
Q1 | $507K | Sell |
|
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|
2024
Q4 | $1.52M | Sell |
|
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|
2024
Q3 | $3.37M | Buy |
|
|||||
|
2024
Q2 | $3.82M | Buy |
|
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|
2024
Q1 | $2.62M | Buy |
|
|||||
|
2023
Q4 | $2.15M | Sell |
|
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|
2023
Q3 | $4.19M | Sell |
|
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|
2023
Q2 | $4.66M | Sell |
|
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|
2023
Q1 | $6.57M | Buy |
|
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|
2022
Q4 | $5.95M | Buy |
|
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|
2022
Q3 | $4.78M | Buy |
|