Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $576K | Buy |
|
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|
2025
Q2 | $551K | Sell |
|
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|
2025
Q1 | $593K | Sell |
|
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|
2024
Q4 | $474K | Buy |
|
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|
2024
Q3 | $554K | Sell |
|
|||||
|
2024
Q2 | $474K | Buy |
|
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|
2024
Q1 | $380K | Buy |
|
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|
2023
Q4 | $428K | Buy |
|
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|
2023
Q3 | $160K | Buy |
|
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|
2023
Q2 | $17.5K | Buy |
|
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|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $13K | Buy |
|
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|
2016
Q4 | – | Sell |
|
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|
2016
Q3 | $3K | Buy |
|