Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $998K | Sell |
|
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|
2025
Q1 | $1.15M | Sell |
|
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|
2024
Q4 | $1.44M | Hold |
|
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|
2024
Q3 | $1.58M | Hold |
|
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|
2024
Q2 | $1.55M | Buy |
|
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|
2024
Q1 | $1.25M | Buy |
|
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|
2023
Q4 | $1.18M | Buy |
|
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|
2023
Q3 | $920K | Buy |
|
|||||
|
2023
Q2 | $369K | Sell |
|
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|
2023
Q1 | $803K | Buy |
|
|||||
|
2022
Q4 | $493K | Sell |
|
|||||
|
2022
Q3 | $878K | Buy |
|
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|
2022
Q2 | $942K | Sell |
|
|||||
|
2022
Q1 | $1.22M | Sell |
|
|||||
|
2021
Q4 | $1.34M | Buy |
|
|||||
|
2021
Q3 | $841K | Buy |
|
|||||
|
2021
Q2 | $600K | Sell |
|
|||||
|
2021
Q1 | $686K | Buy |
|
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|
2015
Q2 | – | Sell |
|
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|
2015
Q1 | $623K | Hold |
|
|||||
|
2014
Q4 | $803K | Hold |
|
|||||
|
2014
Q3 | $709K | Buy |
|
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|
2014
Q2 | $505K | Sell |
|
|||||
|
2014
Q1 | $618K | Hold |
|
|||||
|
2013
Q4 | $534K | Buy |
|