Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $491K | Sell |
|
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|
2025
Q2 | $571K | Sell |
|
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|
2025
Q1 | $578K | Buy |
|
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|
2024
Q4 | $571K | Sell |
|
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|
2024
Q3 | $663K | Buy |
|
|||||
|
2024
Q2 | $641K | Sell |
|
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|
2024
Q1 | $603K | Sell |
|
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|
2023
Q4 | $664K | Sell |
|
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|
2023
Q3 | $645K | Sell |
|
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|
2023
Q2 | $1.64M | Buy |
|
|||||
|
2023
Q1 | $1.45M | Buy |
|
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|
2022
Q4 | $1M | Sell |
|
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|
2022
Q3 | $1.51M | Sell |
|
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|
2022
Q2 | $1.97M | Buy |
|
|||||
|
2022
Q1 | $2.32M | Sell |
|
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|
2021
Q4 | $2.71M | Buy |
|
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|
2021
Q3 | $1.66M | Buy |
|
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|
2021
Q2 | – | Sell |
|
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|
2021
Q1 | $1.26M | Buy |
|