Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $472K | Sell |
|
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|
2025
Q2 | $487K | Sell |
|
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|
2025
Q1 | $563K | Buy |
|
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|
2024
Q4 | $562K | Buy |
|
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|
2024
Q3 | $676K | Sell |
|
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|
2024
Q2 | $605K | Buy |
|
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|
2024
Q1 | $625K | Sell |
|
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|
2023
Q4 | $723K | Sell |
|
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|
2023
Q3 | $590K | Buy |
|
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $1.62M | Sell |
|
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|
2021
Q3 | $1.59M | Buy |
|