Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Hold |
|
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|
2025
Q1 | $732K | Hold |
|
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|
2024
Q4 | $1.01M | Sell |
|
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|
2024
Q3 | $1.18M | Buy |
|
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $950K | Buy |
|
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|
2019
Q3 | $370K | Buy |
|
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|
2019
Q2 | $137K | Buy |
|
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|
2017
Q4 | – | Sell |
|
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|
2017
Q3 | $113K | Buy |
|
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|
2017
Q2 | – | Sell |
|
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|
2017
Q1 | $183K | Buy |
|