Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Sell |
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|
2025
Q1 | $4.06M | Buy |
|
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|
2024
Q4 | $4.08M | Buy |
|
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|
2024
Q3 | $1.3M | Buy |
|
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|
2024
Q2 | $940K | Buy |
|
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|
2024
Q1 | $1.03M | Buy |
|
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|
2023
Q4 | $704K | Sell |
|
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|
2023
Q3 | $4.01M | Buy |
|
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|
2023
Q2 | $4.64M | Sell |
|
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|
2023
Q1 | $3.95M | Hold |
|
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|
2022
Q4 | $3.96M | Hold |
|
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|
2022
Q3 | $3.4M | Buy |
|
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|
2022
Q2 | $3.9M | Buy |
|
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $832K | Sell |
|
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|
2021
Q3 | $10.7M | Sell |
|
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|
2021
Q2 | $10.9M | Sell |
|
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|
2021
Q1 | $13.1M | Sell |
|
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|
2020
Q4 | $12.2M | Hold |
|
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|
2020
Q3 | $9.98M | Buy |
|
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|
2020
Q2 | $8.5M | Buy |
|
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|
2019
Q3 | – | Sell |
|
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|
2019
Q2 | $650K | Buy |
|