Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $891K | Sell |
|
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|
2025
Q2 | $765K | Sell |
|
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|
2025
Q1 | $735K | Buy |
|
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|
2024
Q4 | $793K | Buy |
|
|||||
|
2024
Q3 | $680K | Sell |
|
|||||
|
2024
Q2 | $582K | Sell |
|
|||||
|
2024
Q1 | $635K | Sell |
|
|||||
|
2023
Q4 | $618K | Sell |
|
|||||
|
2023
Q3 | $582K | Sell |
|
|||||
|
2023
Q2 | $488K | Sell |
|
|||||
|
2023
Q1 | $591K | Buy |
|
|||||
|
2022
Q4 | $549K | Buy |
|
|||||
|
2022
Q3 | $456K | Buy |
|
|||||
|
2022
Q2 | $427K | Buy |
|
|||||
|
2022
Q1 | $466K | Sell |
|
|||||
|
2021
Q4 | $492K | Sell |
|
|||||
|
2021
Q3 | $497K | Sell |
|
|||||
|
2021
Q2 | $469K | Buy |
|
|||||
|
2021
Q1 | $428K | Buy |
|
|||||
|
2020
Q4 | $350K | Buy |
|
|||||
|
2020
Q3 | $238K | Buy |
|