Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Sell |
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|
2025
Q1 | $111K | Sell |
|
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|
2024
Q4 | $183K | Sell |
|
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|
2024
Q3 | $152K | Sell |
|
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|
2024
Q2 | $315K | Sell |
|
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|
2024
Q1 | $274K | Sell |
|
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|
2023
Q4 | $295K | Sell |
|
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|
2023
Q3 | $1.96M | Buy |
|
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|
2014
Q2 | – | Sell |
|
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|
2014
Q1 | $1.99M | Sell |
|
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|
2013
Q4 | $2.42M | Buy |
|
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|
2013
Q3 | $571K | Buy |
|