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 | $629K | Sell |
|
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|
2025
Q1 | $3.56M | Sell |
|
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|
2024
Q4 | $10.1M | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $327K | Hold |
|
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|
2023
Q4 | $316K | Sell |
|
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|
2023
Q3 | $484K | Buy |
|
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|
2023
Q2 | $502K | Hold |
|
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|
2023
Q1 | $519K | Buy |
|
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|
2022
Q4 | $498K | Buy |
|
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|
2021
Q3 | – | Sell |
|
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|
2021
Q2 | $381K | Hold |
|
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|
2021
Q1 | $361K | Hold |
|
|||||
|
2020
Q4 | $338K | Sell |
|
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|
2020
Q3 | $1.76M | Sell |
|
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|
2020
Q2 | $1.82M | Hold |
|
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|
2020
Q1 | $1.61M | Buy |
|
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|
2019
Q1 | – | Sell |
|
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|
2018
Q4 | $361K | Sell |
|
|||||
|
2018
Q3 | $12.3M | Sell |
|
|||||
|
2018
Q2 | $18.3M | Sell |
|
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|
2018
Q1 | $21.1M | Buy |
|
|||||
|
2017
Q4 | $1.54M | Buy |
|
|||||
|
2017
Q3 | $585K | Buy |
|
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|
2015
Q2 | – | Sell |
|
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|
2015
Q1 | $996K | Hold |
|
|||||
|
2014
Q4 | $957K | Buy |
|
|||||
|
2014
Q3 | $589K | Buy |
|
|||||
|
2014
Q2 | $457K | Buy |
|
|||||
|
2014
Q1 | $127K | Sell |
|
|||||
|
2013
Q4 | $242K | Hold |
|
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|
2013
Q3 | $226K | Hold |
|
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|
2013
Q2 | $201K | Buy |
|