Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.37M | Sell |
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|
2025
Q2 | $3.1M | Buy |
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|
2025
Q1 | $1.95M | Buy |
|
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|
2024
Q4 | $1.98M | Buy |
|
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|
2024
Q3 | $929K | Buy |
|
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|
2024
Q2 | $945K | Buy |
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|
2024
Q1 | $675K | Buy |
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|
2023
Q4 | $655K | Sell |
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|
2023
Q3 | $684K | Buy |
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|
2023
Q2 | $522K | Buy |
|
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|
2023
Q1 | $226K | Buy |
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|
2022
Q4 | $240K | Buy |
|