Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Sell |
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|
2025
Q1 | $2.28M | Buy |
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|
2024
Q4 | $312K | Sell |
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|
2024
Q3 | $402K | Hold |
|
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|
2024
Q2 | $326K | Hold |
|
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|
2024
Q1 | $311K | Hold |
|
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|
2023
Q4 | $383K | Sell |
|
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|
2023
Q3 | $677K | Sell |
|
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|
2023
Q2 | $1.55M | Buy |
|
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|
2023
Q1 | $1.28M | Buy |
|
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|
2022
Q4 | $306K | Sell |
|
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|
2022
Q3 | $302K | Sell |
|
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|
2022
Q2 | $313K | Buy |
|
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|
2022
Q1 | $277K | Sell |
|
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|
2021
Q4 | $322K | Sell |
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|
2021
Q3 | $460K | Sell |
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|
2021
Q2 | $543K | Sell |
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|
2021
Q1 | $640K | Buy |
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|
2020
Q4 | $501K | Buy |
|