Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $662K | Buy |
|
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|
2025
Q2 | $623K | Sell |
|
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|
2025
Q1 | $529K | Sell |
|
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|
2024
Q4 | $481K | Buy |
|
|||||
|
2024
Q3 | $439K | Buy |
|
|||||
|
2024
Q2 | $312K | Sell |
|
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|
2024
Q1 | $363K | Buy |
|
|||||
|
2023
Q4 | $308K | Buy |
|
|||||
|
2023
Q3 | $246K | Buy |
|
|||||
|
2023
Q2 | $212K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $304K | Sell |
|
|||||
|
2021
Q2 | $334K | Buy |
|
|||||
|
2021
Q1 | $237K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $237K | Sell |
|
|||||
|
2020
Q2 | $252K | Sell |
|
|||||
|
2020
Q1 | $295K | Sell |
|
|||||
|
2019
Q4 | $366K | Buy |
|