Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $540K | Sell |
|
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|
2024
Q3 | $723K | Sell |
|
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|
2024
Q2 | $719K | Buy |
|
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|
2024
Q1 | $451K | Buy |
|
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $561K | Buy |
|
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|
2021
Q2 | – | Sell |
|
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|
2021
Q1 | $1.2M | Sell |
|
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|
2020
Q4 | $1.47M | Sell |
|
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|
2020
Q3 | $2.41M | Sell |
|
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|
2020
Q2 | $2.31M | Sell |
|
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|
2020
Q1 | $3.77M | Buy |
|
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|
2019
Q4 | $1.89M | Buy |
|