Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $201K | Sell |
|
|||||
|
2024
Q4 | $328K | Sell |
|
|||||
|
2024
Q3 | $840K | Sell |
|
|||||
|
2024
Q2 | $1.11M | Buy |
|
|||||
|
2024
Q1 | $597K | Sell |
|
|||||
|
2023
Q4 | $794K | Sell |
|
|||||
|
2023
Q3 | $836K | Buy |
|
|||||
|
2023
Q2 | $654K | Buy |
|
|||||
|
2023
Q1 | $650K | Buy |
|
|||||
|
2022
Q4 | $318K | Buy |
|
|||||
|
2022
Q3 | $214K | Sell |
|
|||||
|
2022
Q2 | $347K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $155K | Hold |
|
|||||
|
2017
Q3 | $149K | Sell |
|
|||||
|
2017
Q2 | $299K | Hold |
|
|||||
|
2017
Q1 | $324K | Hold |
|
|||||
|
2016
Q4 | $252K | Sell |
|
|||||
|
2016
Q3 | $305K | Sell |
|
|||||
|
2016
Q2 | $468K | Sell |
|
|||||
|
2016
Q1 | $352K | Sell |
|
|||||
|
2015
Q4 | $895K | Sell |
|
|||||
|
2015
Q3 | $2.03M | Buy |
|
|||||
|
2015
Q2 | – | Hold |
|