Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $359K | Sell |
|
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|
2025
Q2 | $2.16M | Sell |
|
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|
2025
Q1 | $2.86M | Sell |
|
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|
2024
Q4 | $3.29M | Sell |
|
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|
2024
Q3 | $7.69M | Buy |
|
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|
2024
Q2 | $372K | Sell |
|
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|
2024
Q1 | $1.94M | Buy |
|
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|
2023
Q4 | $2.09M | Buy |
|
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|
2023
Q3 | $1.93M | Buy |
|
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|
2023
Q2 | $1.53M | Buy |
|
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|
2023
Q1 | $1.01M | Hold |
|
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|
2022
Q4 | $947K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $518K | Buy |
|