Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $409K | Sell |
|
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|
2025
Q2 | $444K | Buy |
|
|||||
|
2025
Q1 | $233K | Sell |
|
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|
2024
Q4 | $287K | Buy |
|
|||||
|
2024
Q3 | $208K | Sell |
|
|||||
|
2024
Q2 | $1.02M | Sell |
|
|||||
|
2024
Q1 | $1.17M | Buy |
|
|||||
|
2023
Q4 | $1.33M | Buy |
|
|||||
|
2023
Q3 | $966K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $303K | Sell |
|
|||||
|
2020
Q4 | $261K | Sell |
|
|||||
|
2020
Q3 | $235K | Sell |
|
|||||
|
2020
Q2 | $441K | Buy |
|
|||||
|
2020
Q1 | $340K | Sell |
|
|||||
|
2019
Q4 | $910K | Sell |
|
|||||
|
2019
Q3 | $2.89M | Sell |
|
|||||
|
2019
Q2 | $2.99M | Sell |
|
|||||
|
2019
Q1 | $3.85M | Buy |
|
|||||
|
2018
Q4 | $767K | Buy |
|
|||||
|
2018
Q3 | $773K | Buy |
|
|||||
|
2018
Q2 | $671K | Buy |
|
|||||
|
2018
Q1 | $631K | Hold |
|
|||||
|
2017
Q4 | $568K | Buy |
|
|||||
|
2017
Q3 | $389K | Sell |
|
|||||
|
2017
Q2 | $318K | Hold |
|
|||||
|
2017
Q1 | $285K | Sell |
|
|||||
|
2016
Q4 | $262K | Buy |
|
|||||
|
2016
Q3 | $216K | Buy |
|