Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $308K | Sell |
|
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|
2025
Q2 | $950K | Buy |
|
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|
2025
Q1 | $648K | Buy |
|
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|
2024
Q4 | $268K | Buy |
|
|||||
|
2024
Q3 | $212K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $591K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $213K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $504K | Buy |
|
|||||
|
2014
Q2 | $580K | Buy |
|
|||||
|
2014
Q1 | $577K | Buy |
|