Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $204K | Sell |
|
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|
2025
Q2 | $254K | Buy |
|
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|
2025
Q1 | $256K | Sell |
|
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|
2024
Q4 | $503K | Sell |
|
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|
2024
Q3 | $732K | Hold |
|
|||||
|
2024
Q2 | $639K | Sell |
|
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|
2024
Q1 | $1.2M | Buy |
|
|||||
|
2023
Q4 | $1.15M | Sell |
|
|||||
|
2023
Q3 | $1.34M | Buy |
|
|||||
|
2023
Q2 | $1.89M | Sell |
|
|||||
|
2023
Q1 | $2.49M | Buy |
|
|||||
|
2022
Q4 | $2.49M | Buy |
|
|||||
|
2022
Q3 | $1.89M | Buy |
|
|||||
|
2022
Q2 | $1.68M | Buy |
|
|||||
|
2022
Q1 | $1.51M | Buy |
|
|||||
|
2021
Q4 | $1.25M | Buy |
|
|||||
|
2021
Q3 | $906K | Sell |
|
|||||
|
2021
Q2 | $1.12M | Buy |
|
|||||
|
2021
Q1 | $898K | Sell |
|
|||||
|
2020
Q4 | $945K | Buy |
|
|||||
|
2020
Q3 | $840K | Buy |
|
|||||
|
2020
Q2 | $779K | Buy |
|