Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
|
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|
2025
Q1 | $221K | Buy |
|
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|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $193K | Sell |
|
|||||
|
2023
Q1 | $254K | Buy |
|
|||||
|
2022
Q4 | $220K | Sell |
|
|||||
|
2022
Q3 | $213K | Sell |
|
|||||
|
2022
Q2 | $243K | Sell |
|
|||||
|
2022
Q1 | $213K | Buy |
|
|||||
|
2021
Q4 | $276K | Buy |
|
|||||
|
2021
Q3 | $245K | Buy |
|
|||||
|
2021
Q2 | $262K | Sell |
|
|||||
|
2021
Q1 | $325K | Hold |
|
|||||
|
2020
Q4 | $288K | Sell |
|
|||||
|
2020
Q3 | $289K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $234K | Hold |
|
|||||
|
2018
Q2 | $224K | Buy |
|
|||||
|
2018
Q1 | $228K | Hold |
|
|||||
|
2017
Q4 | $249K | Hold |
|
|||||
|
2017
Q3 | $251K | Hold |
|
|||||
|
2017
Q2 | $241K | Buy |
|
|||||
|
2017
Q1 | $263K | Sell |
|
|||||
|
2016
Q4 | $286K | Buy |
|
|||||
|
2016
Q3 | $257K | Hold |
|
|||||
|
2016
Q2 | $274K | Hold |
|
|||||
|
2016
Q1 | $248K | Hold |
|
|||||
|
2015
Q4 | $218K | Hold |
|
|||||
|
2015
Q3 | $206K | Hold |
|
|||||
|
2015
Q2 | $225K | Sell |
|
|||||
|
2015
Q1 | $207K | Hold |
|
|||||
|
2014
Q4 | $213K | Sell |
|
|||||
|
2014
Q3 | $253K | Hold |
|
|||||
|
2014
Q2 | $253K | Buy |
|
|||||
|
2014
Q1 | $240K | Hold |
|
|||||
|
2013
Q4 | $241K | Hold |
|
|||||
|
2013
Q3 | $232K | Hold |
|
|||||
|
2013
Q2 | $243K | Buy |
|