Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $675K | Hold |
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|
2025
Q2 | $620K | Sell |
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|
2025
Q1 | $688K | Hold |
|
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|
2024
Q4 | $777K | Sell |
|
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|
2024
Q3 | $1.23M | Hold |
|
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|
2024
Q2 | $949K | Buy |
|
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|
2024
Q1 | $931K | Sell |
|
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|
2023
Q4 | $875K | Sell |
|
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|
2023
Q3 | $1.06M | Buy |
|
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|
2023
Q2 | $1.06M | Sell |
|
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|
2023
Q1 | $1.84M | Hold |
|
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|
2022
Q4 | $1.52M | Sell |
|
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|
2022
Q3 | $1.75M | Hold |
|
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|
2022
Q2 | $1.76M | Sell |
|
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|
2022
Q1 | $2.06M | Buy |
|
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|
2021
Q4 | $2.65M | Sell |
|
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|
2021
Q3 | $4.08M | Buy |
|
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|
2021
Q2 | $3.71M | Hold |
|
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|
2021
Q1 | $3.51M | Buy |
|