Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
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|
2025
Q1 | $1.11M | Buy |
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|
2024
Q4 | $1.24M | Buy |
|
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|
2024
Q3 | $1.05M | Buy |
|
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|
2024
Q2 | $934K | Sell |
|
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|
2024
Q1 | $967K | Buy |
|
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|
2023
Q4 | $853K | Sell |
|
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|
2023
Q3 | $774K | Sell |
|
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|
2023
Q2 | $764K | Sell |
|
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|
2023
Q1 | $819K | Sell |
|
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|
2022
Q4 | $812K | Buy |
|
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|
2022
Q3 | $649K | Sell |
|
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|
2022
Q2 | $711K | Buy |
|
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|
2022
Q1 | $775K | Sell |
|
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|
2021
Q4 | $814K | Sell |
|
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|
2021
Q3 | $808K | Sell |
|
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|
2021
Q2 | $808K | Buy |
|
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|
2021
Q1 | $753K | Sell |
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|
2020
Q4 | $697K | Buy |
|
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|
2020
Q3 | $461K | Sell |
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|
2020
Q2 | $440K | Buy |
|