Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.42M | Sell |
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|
2025
Q2 | $6.16M | Buy |
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|
2025
Q1 | $5.24M | Sell |
|
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|
2024
Q4 | $4.51M | Buy |
|
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|
2024
Q3 | $4.86M | Sell |
|
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|
2024
Q2 | $4.7M | Buy |
|
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|
2024
Q1 | $4.36M | Sell |
|
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|
2023
Q4 | $4.17M | Buy |
|
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|
2023
Q3 | $3.3M | Buy |
|
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|
2023
Q2 | $3.75M | Sell |
|
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|
2023
Q1 | $3.34M | Sell |
|
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|
2022
Q4 | $3.31M | Buy |
|
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|
2022
Q3 | $3.06M | Sell |
|
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|
2022
Q2 | $3.24M | Sell |
|
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|
2022
Q1 | $3.59M | Buy |
|
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|
2021
Q4 | $2.77M | Buy |
|
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|
2021
Q3 | $489K | Buy |
|
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|
2021
Q2 | $458K | Buy |
|
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|
2021
Q1 | $385K | Buy |
|
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|
2020
Q4 | $416K | Buy |
|