Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Buy |
|
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|
2025
Q1 | $643K | Sell |
|
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|
2024
Q4 | $805K | Sell |
|
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|
2024
Q3 | $908K | Buy |
|
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|
2024
Q2 | $581K | Buy |
|
|||||
|
2024
Q1 | $536K | Sell |
|
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|
2023
Q4 | $957K | Buy |
|
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|
2023
Q3 | $792K | Buy |
|
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|
2023
Q2 | $484K | Sell |
|
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|
2023
Q1 | $1.01M | Buy |
|
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|
2022
Q4 | $726K | Sell |
|
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|
2022
Q3 | $818K | Buy |
|
|||||
|
2022
Q2 | $1K | Sell |
|
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|
2022
Q1 | $26K | Hold |
|
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|
2021
Q4 | $32K | Sell |
|
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|
2021
Q3 | $787K | Sell |
|
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|
2021
Q2 | $971K | Buy |
|
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|
2020
Q3 | – | Sell |
|
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|
2020
Q2 | $90K | Buy |
|