Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $460K | Sell |
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|
2025
Q2 | $477K | Sell |
|
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|
2025
Q1 | $636K | Sell |
|
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|
2024
Q4 | $712K | Buy |
|
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|
2024
Q3 | $529K | Buy |
|
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|
2024
Q2 | $652K | Buy |
|
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|
2024
Q1 | $642K | Sell |
|
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|
2023
Q4 | $664K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $917K | Sell |
|
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|
2021
Q4 | $2.38M | Buy |
|
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|
2021
Q3 | $1.61M | Buy |
|