Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.02M | Hold |
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|
2025
Q2 | $9.73M | Hold |
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|
2025
Q1 | $10M | Buy |
|
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|
2024
Q4 | $9.98M | Sell |
|
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|
2024
Q3 | $10.3M | Hold |
|
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|
2024
Q2 | $9.64M | Sell |
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|
2024
Q1 | $11.8M | Buy |
|
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|
2023
Q4 | $10.1M | Sell |
|
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|
2023
Q3 | $9.71M | Buy |
|
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|
2023
Q2 | $10M | Hold |
|
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|
2023
Q1 | $10.8M | Sell |
|
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|
2022
Q4 | $10.7M | Hold |
|
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|
2022
Q3 | $9.36M | Sell |
|
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|
2022
Q2 | $8.53M | Buy |
|
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|
2022
Q1 | $8.99M | Hold |
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|
2021
Q4 | $11M | Sell |
|
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|
2021
Q3 | $12.6M | Hold |
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|
2021
Q2 | $13.4M | Hold |
|
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|
2021
Q1 | $12.8M | Buy |
|