Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $165K | Buy |
|
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|
2025
Q2 | $125K | Sell |
|
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|
2025
Q1 | $126K | Buy |
|
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|
2024
Q4 | $112K | Sell |
|
|||||
|
2024
Q3 | $101K | Sell |
|
|||||
|
2024
Q2 | $944K | Buy |
|
|||||
|
2024
Q1 | $988K | Buy |
|
|||||
|
2023
Q4 | $919K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $255K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $201K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $720K | Buy |
|
|||||
|
2019
Q3 | $658K | Buy |
|
|||||
|
2019
Q2 | $632K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $546K | Buy |
|
|||||
|
2018
Q2 | $448K | Buy |
|
|||||
|
2018
Q1 | $371K | Buy |
|
|||||
|
2017
Q4 | $338K | Buy |
|
|||||
|
2017
Q3 | $273K | Buy |
|
|||||
|
2017
Q2 | $236K | Sell |
|
|||||
|
2017
Q1 | $227K | Buy |
|