Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $947K | Sell |
|
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|
2025
Q2 | $1.01M | Sell |
|
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|
2025
Q1 | $1.3M | Buy |
|
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|
2024
Q4 | $968K | Buy |
|
|||||
|
2024
Q3 | $877K | Sell |
|
|||||
|
2024
Q2 | $590K | Buy |
|
|||||
|
2024
Q1 | $587K | Buy |
|
|||||
|
2023
Q4 | $442K | Sell |
|
|||||
|
2023
Q3 | $465K | Buy |
|
|||||
|
2023
Q2 | $513K | Buy |
|
|||||
|
2023
Q1 | $651K | Buy |
|
|||||
|
2022
Q4 | $771K | Sell |
|
|||||
|
2022
Q3 | $737K | Buy |
|
|||||
|
2022
Q2 | $808K | Buy |
|
|||||
|
2022
Q1 | $697K | Buy |
|
|||||
|
2021
Q4 | $733K | Sell |
|
|||||
|
2021
Q3 | $948K | Buy |
|
|||||
|
2021
Q2 | $1M | Buy |
|
|||||
|
2021
Q1 | $1.01M | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $401K | Sell |
|
|||||
|
2018
Q4 | $364K | Buy |
|