Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $792K | Sell |
|
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|
2025
Q4 | $762K | Sell |
|
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|
2025
Q3 | $787K | Sell |
|
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|
2025
Q2 | $817K | Sell |
|
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|
2025
Q1 | $817K | Buy |
|
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $240K | Buy |
|
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|
2019
Q3 | $252K | Sell |
|
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|
2019
Q2 | $241K | Sell |
|
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|
2019
Q1 | $247K | Buy |
|
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|
2018
Q4 | $241K | Buy |
|
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|
2018
Q3 | $221K | Buy |
|