Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $476K | Sell |
|
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|
2025
Q2 | $496K | Sell |
|
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|
2025
Q1 | $621K | Buy |
|
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|
2024
Q4 | $604K | Sell |
|
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|
2024
Q3 | $658K | Buy |
|
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|
2024
Q2 | $657K | Buy |
|
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|
2021
Q2 | – | Sell |
|
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|
2021
Q1 | $1.23M | Sell |
|
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|
2020
Q4 | $1.59M | Sell |
|
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|
2020
Q3 | $2.27M | Buy |
|
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|
2020
Q2 | $2.32M | Sell |
|
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|
2020
Q1 | $3.79M | Buy |
|
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|
2019
Q4 | $1.98M | Buy |
|