Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.17M | Sell |
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|
2025
Q2 | $1.26M | Buy |
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|
2025
Q1 | $1.12M | Buy |
|
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|
2024
Q4 | $942K | Buy |
|
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|
2024
Q3 | $743K | Sell |
|
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|
2024
Q2 | $1.06M | Sell |
|
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|
2024
Q1 | $1.07M | Sell |
|
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|
2023
Q4 | $1.05M | Sell |
|
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|
2023
Q3 | $988K | Sell |
|
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|
2023
Q2 | $1.05M | Buy |
|
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|
2023
Q1 | $749K | Hold |
|
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|
2022
Q4 | $749K | Buy |
|
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|
2022
Q3 | $640K | Buy |
|
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|
2022
Q2 | $689K | Buy |
|
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|
2022
Q1 | $654K | Sell |
|
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|
2021
Q4 | $718K | Buy |
|
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|
2021
Q3 | $738K | Buy |
|
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|
2021
Q2 | $641K | Hold |
|
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|
2021
Q1 | $641K | Buy |
|
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|
2020
Q4 | $591K | Buy |
|