Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.18M | Hold |
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|
2025
Q2 | $5.54M | Hold |
|
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|
2025
Q1 | $4.73M | Hold |
|
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|
2024
Q4 | $5.48M | Hold |
|
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|
2024
Q3 | $5.05M | Hold |
|
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|
2024
Q2 | $5.01M | Hold |
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|
2024
Q1 | $4.81M | Sell |
|
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|
2023
Q4 | $6.63M | Sell |
|
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|
2023
Q3 | $8.02M | Sell |
|
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|
2023
Q2 | $9.18M | Sell |
|
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|
2023
Q1 | $14.1M | Sell |
|
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|
2022
Q4 | $14.7M | Hold |
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|
2022
Q3 | $16.1M | Buy |
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|
2022
Q2 | $16.4M | Buy |
|
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|
2022
Q1 | $19.1M | Buy |
|
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|
2021
Q4 | $10.6M | Buy |
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|
2021
Q3 | $1.82M | Buy |
|