Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Sell |
|
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|
2025
Q1 | $501K | Sell |
|
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|
2024
Q4 | $1.34M | Buy |
|
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|
2024
Q3 | $1.01M | Sell |
|
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|
2024
Q2 | $983K | Buy |
|
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|
2024
Q1 | $815K | Buy |
|
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $402K | Sell |
|
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|
2022
Q3 | $396K | Sell |
|
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|
2022
Q2 | $457K | Buy |
|
|||||
|
2022
Q1 | $447K | Buy |
|
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|
2021
Q4 | $500K | Buy |
|
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|
2021
Q3 | $474K | Buy |
|
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|
2021
Q2 | $433K | Buy |
|
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|
2021
Q1 | $331K | Buy |
|