Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.24M | Sell |
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|
2025
Q2 | $2.05M | Buy |
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|
2025
Q1 | $1.28M | Buy |
|
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|
2024
Q4 | $1.59M | Buy |
|
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|
2024
Q3 | $1.97M | Sell |
|
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|
2024
Q2 | $2.51M | Buy |
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|
2024
Q1 | $910K | Hold |
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|
2023
Q4 | $922K | Buy |
|
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|
2023
Q3 | $517K | Buy |
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|
2023
Q2 | $440K | Hold |
|
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|
2023
Q1 | $440K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $243K | Hold |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $464K | Hold |
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|
2021
Q4 | $566K | Buy |
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|
2021
Q3 | $488K | Buy |
|