Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $465K | Sell |
|
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|
2025
Q2 | $1.02M | Buy |
|
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|
2025
Q1 | $717K | Sell |
|
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|
2024
Q4 | $1.13M | Buy |
|
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|
2024
Q3 | $708K | Sell |
|
|||||
|
2024
Q2 | $790K | Buy |
|
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|
2024
Q1 | $485K | Hold |
|
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|
2023
Q4 | $544K | Buy |
|
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|
2023
Q3 | $320K | Buy |
|
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|
2023
Q2 | $178K | Hold |
|
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|
2023
Q1 | $178K | Sell |
|
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|
2022
Q4 | $296K | Buy |
|
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|
2022
Q3 | $237K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $688K | Hold |
|
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|
2021
Q4 | $966K | Buy |
|