Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.88M | Buy |
|
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|
2025
Q2 | $595K | Buy |
|
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|
2025
Q1 | $646K | Buy |
|
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|
2024
Q4 | $503K | Sell |
|
|||||
|
2024
Q3 | $459K | Sell |
|
|||||
|
2024
Q2 | $392K | Buy |
|
|||||
|
2024
Q1 | $298K | Buy |
|
|||||
|
2023
Q4 | $300K | Sell |
|
|||||
|
2023
Q3 | $369K | Buy |
|
|||||
|
2023
Q2 | $275K | Sell |
|
|||||
|
2023
Q1 | $615K | Sell |
|
|||||
|
2022
Q4 | $707K | Buy |
|
|||||
|
2022
Q3 | $614K | Buy |
|
|||||
|
2022
Q2 | $540K | Buy |
|
|||||
|
2022
Q1 | $472K | Buy |
|