Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
|
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|
2025
Q1 | $61.7K | Sell |
|
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|
2024
Q4 | $413K | Sell |
|
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|
2024
Q3 | $510K | Buy |
|
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|
2024
Q2 | $586K | Sell |
|
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|
2024
Q1 | $630K | Sell |
|
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|
2023
Q4 | $815K | Buy |
|
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|
2023
Q3 | $34.8K | Sell |
|
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|
2023
Q2 | $161K | Buy |
|
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|
2015
Q2 | – | Sell |
|
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|
2015
Q1 | $253K | Buy |
|