Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.3M | Buy |
|
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|
2025
Q2 | $448K | Hold |
|
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|
2025
Q1 | $539K | Sell |
|
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|
2024
Q4 | $653K | Sell |
|
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|
2024
Q3 | $899K | Sell |
|
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|
2024
Q2 | $983K | Buy |
|
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|
2024
Q1 | $1.02M | Sell |
|
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|
2023
Q4 | $866K | Sell |
|
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|
2023
Q3 | $756K | Sell |
|
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|
2023
Q2 | $772K | Hold |
|
|||||
|
2023
Q1 | $659K | Sell |
|
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|
2022
Q4 | $2.12M | Sell |
|
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|
2022
Q3 | $2.05M | Sell |
|
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|
2022
Q2 | $2.47M | Sell |
|
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|
2022
Q1 | $2.84M | Buy |
|