Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $224K | Sell |
|
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|
2024
Q4 | $344K | Sell |
|
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|
2024
Q3 | $326K | Sell |
|
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|
2024
Q2 | $363K | Buy |
|
|||||
|
2024
Q1 | $348K | Buy |
|
|||||
|
2023
Q4 | $333K | Sell |
|
|||||
|
2023
Q3 | $375K | Buy |
|
|||||
|
2023
Q2 | $365K | Sell |
|
|||||
|
2023
Q1 | $887K | Buy |
|
|||||
|
2022
Q4 | $868K | Sell |
|
|||||
|
2022
Q3 | $685K | Buy |
|
|||||
|
2022
Q2 | $819K | Buy |
|
|||||
|
2022
Q1 | $751K | Sell |
|
|||||
|
2021
Q4 | $835K | Sell |
|
|||||
|
2021
Q3 | $805K | Buy |
|
|||||
|
2021
Q2 | $809K | Buy |
|
|||||
|
2021
Q1 | $797K | Buy |
|
|||||
|
2020
Q4 | $734K | Sell |
|
|||||
|
2020
Q3 | $708K | Sell |
|
|||||
|
2020
Q2 | $622K | Buy |
|
|||||
|
2020
Q1 | $444K | Buy |
|