Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.86M | Sell |
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|
2025
Q2 | $1.94M | Buy |
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|
2025
Q1 | $557K | Buy |
|
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|
2024
Q4 | $499K | Buy |
|
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|
2024
Q3 | $421K | Sell |
|
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|
2024
Q2 | $404K | Sell |
|
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|
2024
Q1 | $434K | Buy |
|
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|
2023
Q4 | $401K | Buy |
|
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|
2023
Q3 | $343K | Hold |
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|
2023
Q2 | $354K | Hold |
|
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|
2023
Q1 | $336K | Sell |
|
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|
2022
Q4 | $318K | Buy |
|
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|
2022
Q3 | $270K | Hold |
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|
2022
Q2 | $300K | Buy |
|
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|
2022
Q1 | $295K | Sell |
|
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|
2021
Q4 | $292K | Buy |
|
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|
2021
Q3 | $271K | Buy |
|
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|
2021
Q2 | $245K | Buy |
|
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|
2021
Q1 | $205K | Buy |
|