Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $692K | Sell |
|
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|
2025
Q2 | $746K | Sell |
|
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|
2025
Q1 | $918K | Buy |
|
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|
2024
Q4 | $985K | Buy |
|
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|
2024
Q3 | $800K | Sell |
|
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|
2024
Q2 | $1.05M | Buy |
|
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|
2024
Q1 | $1.2M | Buy |
|
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|
2023
Q4 | $875K | Buy |
|
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|
2023
Q3 | $489K | Buy |
|
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|
2023
Q2 | $405K | Buy |
|
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|
2023
Q1 | $264K | Buy |
|
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|
2022
Q4 | $232K | Buy |
|
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|
2013
Q3 | – | Sell |
|
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|
2013
Q2 | $872K | Buy |
|