Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
|
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|
2025
Q1 | $1.37M | Buy |
|
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|
2024
Q4 | $1.61M | Buy |
|
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|
2024
Q3 | $287K | Hold |
|
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|
2024
Q2 | $270K | Sell |
|
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|
2024
Q1 | $286K | Hold |
|
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|
2023
Q4 | $271K | Buy |
|
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $212K | Buy |
|
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $203K | Buy |
|
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|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $205K | Hold |
|
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|
2021
Q4 | $257K | Hold |
|
|||||
|
2021
Q3 | $247K | Hold |
|
|||||
|
2021
Q2 | $248K | Hold |
|
|||||
|
2021
Q1 | $236K | Hold |
|
|||||
|
2020
Q4 | $268K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $219K | Sell |
|
|||||
|
2019
Q1 | $253K | Sell |
|
|||||
|
2018
Q4 | $264K | Hold |
|
|||||
|
2018
Q3 | $316K | Sell |
|
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|
2018
Q2 | $377K | Hold |
|
|||||
|
2018
Q1 | $451K | Sell |
|
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|
2017
Q4 | $443K | Sell |
|
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|
2017
Q3 | $436K | Sell |
|
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|
2017
Q2 | $409K | Sell |
|
|||||
|
2017
Q1 | $422K | Hold |
|
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|
2016
Q4 | $369K | Sell |
|
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|
2016
Q3 | $491K | Buy |
|