Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $547K | Sell |
|
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|
2025
Q2 | $509K | Sell |
|
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|
2025
Q1 | $677K | Buy |
|
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|
2024
Q4 | $567K | Sell |
|
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|
2024
Q3 | $743K | Sell |
|
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|
2024
Q2 | $643K | Sell |
|
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|
2024
Q1 | $653K | Sell |
|
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|
2023
Q4 | $625K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $1.5M | Buy |
|
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $1.57M | Buy |
|