Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.76M | Buy |
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|
2025
Q2 | $1.5M | Buy |
|
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|
2025
Q1 | $1.02M | Buy |
|
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|
2024
Q4 | $821K | Sell |
|
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|
2024
Q3 | $920K | Buy |
|
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|
2024
Q2 | $622K | Buy |
|
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|
2024
Q1 | $596K | Sell |
|
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|
2023
Q4 | $875K | Buy |
|
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|
2023
Q3 | $580K | Buy |
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|
2023
Q2 | $619K | Buy |
|
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|
2023
Q1 | $475K | Buy |
|
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|
2022
Q4 | $282K | Sell |
|
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|
2022
Q3 | $270K | Buy |
|