Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Sell |
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|
2025
Q1 | $3.43M | Sell |
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|
2024
Q4 | $5.51M | Buy |
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|
2024
Q3 | $4.7M | Buy |
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|
2024
Q2 | $3.2M | Buy |
|
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|
2024
Q1 | $3M | Buy |
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|
2023
Q4 | $2.16M | Buy |
|
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|
2023
Q3 | $1.24M | Hold |
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|
2023
Q2 | $1.32M | Sell |
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|
2023
Q1 | $1.32M | Buy |
|
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|
2022
Q4 | $1.14M | Hold |
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|
2022
Q3 | $1M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $223K | Buy |
|
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|
2020
Q2 | $188K | Sell |
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|
2020
Q1 | $310K | Buy |
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|
2019
Q4 | $453K | Buy |
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|
2019
Q3 | $214K | Sell |
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|
2019
Q2 | $254K | Buy |
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|
2019
Q1 | $69K | Buy |
|