Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $799K | Buy |
|
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|
2025
Q1 | $723K | Buy |
|
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|
2024
Q4 | $900K | Buy |
|
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|
2024
Q3 | $716K | Buy |
|
|||||
|
2024
Q2 | $593K | Sell |
|
|||||
|
2024
Q1 | $858K | Buy |
|
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|
2023
Q4 | $562K | Buy |
|
|||||
|
2023
Q3 | $306K | Buy |
|
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|
2015
Q4 | – | Sell |
|
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|
2015
Q3 | $246K | Hold |
|
|||||
|
2015
Q2 | $278K | Hold |
|
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|
2015
Q1 | $257K | Hold |
|
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|
2014
Q4 | $309K | Hold |
|
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|
2014
Q3 | $292K | Hold |
|
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|
2014
Q2 | $281K | Hold |
|
|||||
|
2014
Q1 | $301K | Hold |
|
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|
2013
Q4 | $328K | Buy |
|