Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
|
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|
2025
Q1 | $123K | Sell |
|
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|
2024
Q4 | $127K | Hold |
|
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|
2024
Q3 | $158K | Hold |
|
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|
2024
Q2 | $139K | Sell |
|
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|
2024
Q1 | $203K | Sell |
|
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|
2023
Q4 | $200K | Sell |
|
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|
2023
Q3 | $248K | Sell |
|
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|
2023
Q2 | $288K | Buy |
|
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|
2023
Q1 | $237K | Buy |
|
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|
2022
Q4 | $265K | Sell |
|
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|
2022
Q3 | $283K | Hold |
|
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|
2022
Q2 | $308K | Buy |
|
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|
2022
Q1 | $177K | Sell |
|
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|
2021
Q4 | $312K | Hold |
|
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|
2021
Q3 | $236K | Buy |
|
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|
2021
Q2 | $174K | Buy |
|
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|
2021
Q1 | $124K | Hold |
|
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|
2020
Q4 | $117K | Hold |
|
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|
2020
Q3 | $113K | Buy |
|
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|
2018
Q3 | – | Sell |
|
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|
2018
Q2 | $1.02M | Buy |
|