Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
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|
2025
Q2 | $641K | Sell |
|
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|
2025
Q1 | $1.05M | Sell |
|
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|
2024
Q4 | $1.77M | Sell |
|
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|
2024
Q3 | $1.68M | Buy |
|
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|
2024
Q2 | $944K | Sell |
|
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|
2024
Q1 | $1.01M | Buy |
|
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|
2023
Q4 | $834K | Buy |
|
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|
2023
Q3 | $475K | Buy |
|
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|
2023
Q2 | $515K | Buy |
|
|||||
|
2023
Q1 | $506K | Sell |
|
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|
2022
Q4 | $401K | Sell |
|
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|
2022
Q3 | $293K | Buy |
|
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|
2018
Q2 | – | Sell |
|
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|
2018
Q1 | $202K | Buy |
|