Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.31M | Hold |
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|
2025
Q2 | $1.36M | Buy |
|
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|
2025
Q1 | $1.08M | Hold |
|
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|
2024
Q4 | $972K | Buy |
|
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|
2024
Q3 | $792K | Hold |
|
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|
2024
Q2 | $756K | Hold |
|
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|
2024
Q1 | $804K | Buy |
|
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|
2023
Q4 | $750K | Hold |
|
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|
2023
Q3 | $662K | Hold |
|
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|
2023
Q2 | $684K | Sell |
|
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|
2023
Q1 | $650K | Buy |
|
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|
2022
Q4 | $598K | Hold |
|
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|
2022
Q3 | $512K | Hold |
|
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|
2022
Q2 | $567K | Hold |
|
|||||
|
2022
Q1 | $639K | Hold |
|
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|
2021
Q4 | $624K | Hold |
|
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|
2021
Q3 | $610K | Hold |
|
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|
2021
Q2 | $673K | Hold |
|
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|
2021
Q1 | $610K | Hold |
|
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|
2020
Q4 | $630K | Hold |
|
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|
2020
Q3 | $576K | Hold |
|
|||||
|
2020
Q2 | $556K | Hold |
|
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|
2020
Q1 | $464K | Hold |
|
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|
2019
Q4 | $541K | Buy |
|