Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $384K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $56K | Hold |
|
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|
2019
Q4 | $110K | Hold |
|
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|
2019
Q3 | $125K | Hold |
|
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|
2019
Q2 | $117K | Hold |
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|
2019
Q1 | $188K | Hold |
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|
2018
Q4 | $162K | Hold |
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|
2018
Q3 | $194K | Hold |
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|
2018
Q2 | $235K | Hold |
|
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|
2018
Q1 | $298K | Hold |
|
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|
2017
Q4 | $306K | Buy |
|
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $191K | Sell |
|
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|
2014
Q4 | $400K | Sell |
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|
2014
Q3 | $8.07M | Buy |
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|
2014
Q2 | $7.8M | Buy |
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|
2014
Q1 | $7.09M | Buy |
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|
2013
Q4 | $804K | Hold |
|
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|
2013
Q3 | $628K | Sell |
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|
2013
Q2 | $1.18M | Buy |
|