Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $423K | Sell |
|
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|
2025
Q2 | $883K | Sell |
|
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|
2025
Q1 | $809K | Buy |
|
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|
2024
Q4 | $817K | Buy |
|
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|
2024
Q3 | $544K | Buy |
|
|||||
|
2024
Q2 | $649K | Buy |
|
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|
2024
Q1 | $385K | Buy |
|
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|
2023
Q4 | $382K | Buy |
|
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|
2023
Q3 | $331K | Buy |
|
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|
2023
Q2 | $358K | Buy |
|
|||||
|
2023
Q1 | $303K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $146K | Sell |
|
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|
2022
Q2 | $241K | Buy |
|