Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.19M | Buy |
|
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|
2025
Q2 | $1.09M | Buy |
|
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|
2025
Q1 | $1.12M | Buy |
|
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|
2024
Q4 | $866K | Buy |
|
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|
2024
Q3 | $842K | Buy |
|
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|
2024
Q2 | $673K | Buy |
|
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|
2024
Q1 | $127K | Buy |
|
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|
2023
Q4 | $100K | Hold |
|
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|
2023
Q3 | $92.2K | Buy |
|
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|
2023
Q2 | $78.6K | Hold |
|
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|
2023
Q1 | $79.2K | Hold |
|
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|
2022
Q4 | $90K | Hold |
|
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|
2022
Q3 | $74K | Hold |
|
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|
2022
Q2 | $80K | Hold |
|
|||||
|
2022
Q1 | $87K | Buy |
|
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|
2021
Q4 | $73K | Hold |
|
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|
2021
Q3 | $66K | Hold |
|
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|
2021
Q2 | $60K | Hold |
|
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|
2021
Q1 | $60K | Hold |
|
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|
2020
Q4 | $58K | Hold |
|
|||||
|
2020
Q3 | $44K | Hold |
|
|||||
|
2020
Q2 | $48K | Sell |
|
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|
2020
Q1 | $46K | Hold |
|
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|
2019
Q4 | $64K | Hold |
|
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|
2019
Q3 | $66K | Hold |
|
|||||
|
2019
Q2 | $60K | Sell |
|
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|
2019
Q1 | $62K | Buy |
|
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|
2018
Q4 | $4K | Hold |
|
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|
2018
Q3 | $4K | Hold |
|
|||||
|
2018
Q2 | $4K | Hold |
|
|||||
|
2018
Q1 | $4K | Hold |
|
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|
2017
Q4 | $4K | Buy |
|