Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Sell |
|
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|
2025
Q1 | $740K | Buy |
|
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|
2024
Q4 | $308K | Sell |
|
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|
2024
Q3 | $511K | Buy |
|
|||||
|
2024
Q2 | $467K | Buy |
|
|||||
|
2024
Q1 | $387K | Sell |
|
|||||
|
2023
Q4 | $427K | Buy |
|
|||||
|
2023
Q3 | $213K | Buy |
|
|||||
|
2023
Q2 | $214K | Buy |
|
|||||
|
2023
Q1 | $209K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $201K | Sell |
|
|||||
|
2022
Q1 | $201K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $228K | Buy |
|
|||||
|
2019
Q4 | $263K | Sell |
|
|||||
|
2019
Q3 | $266K | Buy |
|
|||||
|
2019
Q2 | $250K | Sell |
|
|||||
|
2019
Q1 | $234K | Sell |
|
|||||
|
2018
Q4 | $225K | Buy |
|