Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.03M | Sell |
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|
2025
Q2 | $2.62M | Buy |
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|
2025
Q1 | $1.97M | Buy |
|
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|
2024
Q4 | $1.89M | Sell |
|
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|
2024
Q3 | $1.99M | Buy |
|
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|
2024
Q2 | $1.79M | Sell |
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|
2024
Q1 | $1.72M | Buy |
|
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|
2023
Q4 | $1.63M | Sell |
|
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|
2023
Q3 | $1.7M | Buy |
|
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|
2023
Q2 | $1.95M | Buy |
|
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|
2023
Q1 | $1.83M | Buy |
|
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|
2022
Q4 | $1.69M | Buy |
|
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|
2022
Q3 | $1.49M | Buy |
|
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|
2022
Q2 | $1.35M | Buy |
|
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|
2022
Q1 | $1.14M | Buy |
|
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|
2021
Q4 | $1.11M | Buy |
|
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|
2021
Q3 | $771K | Sell |
|
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|
2021
Q2 | $817K | Buy |
|
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|
2021
Q1 | $551K | Sell |
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|
2020
Q4 | $489K | Buy |
|
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|
2020
Q3 | $392K | Buy |
|
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|
2020
Q2 | $449K | Buy |
|