Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Sell |
|
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|
2025
Q1 | $590K | Buy |
|
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|
2024
Q4 | $603K | Sell |
|
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|
2024
Q3 | $668K | Sell |
|
|||||
|
2024
Q2 | $619K | Buy |
|
|||||
|
2024
Q1 | $653K | Buy |
|
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|
2023
Q4 | $717K | Buy |
|
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $913K | Buy |
|
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|
2022
Q4 | $1.04M | Sell |
|
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|
2022
Q3 | $1.52M | Sell |
|
|||||
|
2022
Q2 | $1.86M | Buy |
|
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|
2022
Q1 | $2.03M | Buy |
|