Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $532K | Sell |
|
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|
2025
Q2 | $923K | Sell |
|
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|
2025
Q1 | $743K | Sell |
|
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|
2024
Q4 | $1.07M | Sell |
|
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|
2024
Q3 | $1.31M | Sell |
|
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|
2024
Q2 | $1.08M | Buy |
|
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|
2024
Q1 | $965K | Buy |
|
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|
2023
Q4 | $680K | Sell |
|
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|
2023
Q3 | $685K | Buy |
|
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|
2023
Q2 | $712K | Buy |
|
|||||
|
2023
Q1 | $572K | Buy |
|
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|
2022
Q4 | $418K | Sell |
|
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|
2022
Q3 | $373K | Buy |
|