Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
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|
2025
Q1 | $886K | Hold |
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|
2024
Q4 | $940K | Sell |
|
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|
2024
Q3 | $2.95M | Hold |
|
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|
2024
Q2 | $3.38M | Hold |
|
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|
2024
Q1 | $3.8M | Buy |
|
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|
2020
Q3 | – | Sell |
|
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|
2020
Q2 | $147K | Hold |
|
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|
2020
Q1 | $104K | Hold |
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|
2019
Q4 | $192K | Hold |
|
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|
2019
Q3 | $179K | Hold |
|
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|
2019
Q2 | $160K | Buy |
|