Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Hold |
|
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|
2025
Q1 | $378K | Hold |
|
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|
2024
Q4 | $436K | Hold |
|
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|
2024
Q3 | $421K | Hold |
|
|||||
|
2024
Q2 | $360K | Hold |
|
|||||
|
2024
Q1 | $400K | Hold |
|
|||||
|
2023
Q4 | $377K | Hold |
|
|||||
|
2023
Q3 | $339K | Hold |
|
|||||
|
2023
Q2 | $346K | Hold |
|
|||||
|
2023
Q1 | $344K | Sell |
|
|||||
|
2022
Q4 | $379K | Hold |
|
|||||
|
2022
Q3 | $305K | Hold |
|
|||||
|
2022
Q2 | $291K | Hold |
|
|||||
|
2022
Q1 | $343K | Buy |
|
|||||
|
2021
Q4 | $247K | Hold |
|
|||||
|
2021
Q3 | $201K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $444K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $1.75M | Buy |
|