Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.01M | Sell |
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|
2025
Q2 | $645K | Sell |
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|
2025
Q1 | $631K | Sell |
|
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|
2024
Q4 | $789K | Buy |
|
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|
2024
Q3 | $646K | Buy |
|
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|
2024
Q2 | $194K | Sell |
|
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|
2024
Q1 | $610K | Buy |
|
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|
2023
Q4 | $540K | Sell |
|
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|
2023
Q3 | $446K | Sell |
|
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|
2023
Q2 | $621K | Buy |
|
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|
2023
Q1 | $380K | Buy |
|
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|
2022
Q4 | $328K | Buy |
|
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|
2022
Q3 | $283K | Buy |
|
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|
2022
Q2 | $303K | Sell |
|
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|
2022
Q1 | $870K | Buy |
|
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|
2021
Q4 | $1.25M | Buy |
|
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|
2021
Q3 | $909K | Buy |
|
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|
2021
Q2 | $787K | Buy |
|
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|
2021
Q1 | $469K | Buy |
|
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|
2020
Q4 | $238K | Buy |
|