Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.58M | Hold |
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|
2025
Q2 | $3.93M | Hold |
|
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|
2025
Q1 | $3.77M | Hold |
|
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|
2024
Q4 | $4.03M | Buy |
|
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|
2024
Q3 | $2.89M | Buy |
|
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|
2024
Q2 | $1.54M | Sell |
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|
2024
Q1 | $1.58M | Sell |
|
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|
2023
Q4 | $12M | Hold |
|
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|
2023
Q3 | $10.9M | Hold |
|
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|
2023
Q2 | $11.5M | Hold |
|
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|
2023
Q1 | $11.9M | Hold |
|
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|
2022
Q4 | $10.6M | Hold |
|
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|
2022
Q3 | $9.1M | Hold |
|
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|
2022
Q2 | $9.46M | Hold |
|
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|
2022
Q1 | $12.2M | Hold |
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|
2021
Q4 | $14.1M | Buy |
|
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|
2021
Q3 | $3.9M | Buy |
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|
2021
Q2 | $761K | Hold |
|
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|
2021
Q1 | $693K | Buy |
|