Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.09M | Sell |
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|
2025
Q2 | $827K | Buy |
|
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|
2025
Q1 | $436K | Sell |
|
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|
2024
Q4 | $625K | Buy |
|
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|
2024
Q3 | $513K | Sell |
|
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|
2024
Q2 | $532K | Buy |
|
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|
2024
Q1 | $403K | Buy |
|
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|
2023
Q4 | $226K | Sell |
|
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|
2023
Q3 | $243K | Sell |
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|
2023
Q2 | $241K | Buy |
|
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|
2023
Q1 | $126K | Buy |
|
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|
2022
Q4 | $94K | Buy |
|
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|
2022
Q3 | $71K | Buy |
|