Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.91M | Sell |
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|
2025
Q2 | $5.7M | Buy |
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|
2025
Q1 | $5.26M | Buy |
|
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|
2024
Q4 | $4.58M | Buy |
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|
2024
Q3 | $4.67M | Buy |
|
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|
2024
Q2 | $4.38M | Buy |
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|
2024
Q1 | $3.72M | Buy |
|
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|
2023
Q4 | $3.35M | Buy |
|
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|
2023
Q3 | $2.62M | Buy |
|
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|
2023
Q2 | $2.29M | Buy |
|
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|
2023
Q1 | $2.17M | Buy |
|
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|
2022
Q4 | $1.6M | Buy |
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|
2022
Q3 | $1.14M | Buy |
|
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|
2022
Q2 | $418K | Buy |
|
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|
2022
Q1 | $465K | Buy |
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|
2021
Q4 | $416K | Buy |
|
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $201K | Buy |
|