Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
|
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|
2025
Q1 | $1.32M | Buy |
|
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|
2024
Q4 | $1.14M | Buy |
|
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|
2024
Q3 | $901K | Buy |
|
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|
2024
Q2 | $768K | Buy |
|
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|
2024
Q1 | $816K | Sell |
|
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|
2023
Q4 | $788K | Buy |
|
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|
2023
Q3 | $674K | Sell |
|
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|
2023
Q2 | $808K | Buy |
|
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|
2023
Q1 | $751K | Sell |
|
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|
2022
Q4 | $699K | Buy |
|
|||||
|
2022
Q3 | $460K | Buy |
|
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|
2022
Q2 | $425K | Buy |
|
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|
2022
Q1 | $441K | Buy |
|
|||||
|
2021
Q4 | $415K | Buy |
|
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|
2021
Q3 | $420K | Buy |
|
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|
2021
Q2 | $397K | Buy |
|
|||||
|
2021
Q1 | $336K | Buy |
|
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|
2020
Q4 | $299K | Hold |
|
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|
2020
Q3 | $274K | Buy |
|
|||||
|
2020
Q2 | $241K | Hold |
|
|||||
|
2020
Q1 | $201K | Hold |
|
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|
2019
Q4 | $235K | Buy |
|