Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Sell |
|
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|
2025
Q1 | $582K | Sell |
|
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|
2024
Q4 | $708K | Sell |
|
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|
2024
Q3 | $730K | Sell |
|
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|
2024
Q2 | $753K | Sell |
|
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|
2024
Q1 | $940K | Sell |
|
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|
2023
Q4 | $1.21M | Buy |
|
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|
2023
Q3 | $910K | Buy |
|
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|
2023
Q2 | $1.01M | Buy |
|
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|
2023
Q1 | $864K | Buy |
|
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|
2022
Q4 | $740K | Sell |
|
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|
2022
Q3 | $746K | Sell |
|
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|
2022
Q2 | $832K | Buy |
|
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|
2022
Q1 | $931K | Sell |
|
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|
2021
Q4 | $872K | Buy |
|
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|
2019
Q3 | – | Sell |
|
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|
2019
Q2 | $646K | Buy |
|
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|
2019
Q1 | $502K | Buy |
|