Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $796K | Sell |
|
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|
2024
Q3 | $900K | Sell |
|
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|
2024
Q2 | $864K | Sell |
|
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|
2024
Q1 | $906K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $205K | Sell |
|
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|
2022
Q1 | $235K | Sell |
|
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|
2021
Q4 | $268K | Sell |
|
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|
2021
Q3 | $452K | Sell |
|
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|
2021
Q2 | $499K | Sell |
|
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|
2021
Q1 | $626K | Sell |
|
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|
2020
Q4 | $814K | Buy |
|
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|
2020
Q3 | $743K | Buy |
|
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|
2020
Q2 | $633K | Buy |
|
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|
2020
Q1 | $571K | Buy |
|
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|
2019
Q4 | $361K | Sell |
|
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|
2019
Q3 | $353K | Buy |
|