Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $482K | Sell |
|
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|
2025
Q2 | $439K | Sell |
|
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|
2025
Q1 | $837K | Buy |
|
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|
2024
Q4 | $415K | Buy |
|
|||||
|
2024
Q3 | $315K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $242K | Buy |
|
|||||
|
2021
Q2 | $330K | Buy |
|
|||||
|
2021
Q1 | $335K | Hold |
|
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|
2020
Q4 | $336K | Buy |
|
|||||
|
2020
Q3 | $253K | Sell |
|
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|
2020
Q2 | $267K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $242K | Buy |
|