Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
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|
2025
Q1 | $4.74M | Buy |
|
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|
2024
Q4 | $4.15M | Buy |
|
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|
2024
Q3 | $4.21M | Buy |
|
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|
2024
Q2 | $4.26M | Buy |
|
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|
2024
Q1 | $1.61M | Buy |
|
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|
2023
Q4 | $924K | Hold |
|
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|
2023
Q3 | $792K | Buy |
|
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|
2023
Q2 | $403K | Hold |
|
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|
2023
Q1 | $403K | Hold |
|
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|
2022
Q4 | $339K | Hold |
|
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|
2022
Q3 | $439K | Hold |
|
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|
2022
Q2 | $496K | Buy |
|
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|
2022
Q1 | $423K | Buy |
|
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|
2021
Q4 | $256K | Buy |
|
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $207K | Hold |
|
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|
2020
Q3 | $142K | Buy |
|