Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $179K | Hold |
|
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|
2025
Q2 | $153K | Sell |
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|
2025
Q1 | $233K | Buy |
|
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|
2024
Q4 | $146K | Sell |
|
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|
2024
Q3 | $248K | Hold |
|
|||||
|
2024
Q2 | $199K | Buy |
|
|||||
|
2024
Q1 | $80.1K | Hold |
|
|||||
|
2023
Q4 | $71.6K | Hold |
|
|||||
|
2023
Q3 | $60.7K | Hold |
|
|||||
|
2023
Q2 | $69.6K | Hold |
|
|||||
|
2023
Q1 | $71.5K | Hold |
|
|||||
|
2022
Q4 | $59.1K | Hold |
|
|||||
|
2022
Q3 | $61K | Hold |
|
|||||
|
2022
Q2 | $61K | Hold |
|
|||||
|
2022
Q1 | $80K | Hold |
|
|||||
|
2021
Q4 | $90K | Hold |
|
|||||
|
2021
Q3 | $78K | Hold |
|
|||||
|
2021
Q2 | $79K | Hold |
|
|||||
|
2021
Q1 | $65K | Hold |
|
|||||
|
2020
Q4 | $60K | Hold |
|
|||||
|
2020
Q3 | $42K | Sell |
|
|||||
|
2020
Q2 | $113K | Hold |
|
|||||
|
2020
Q1 | $92K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $96K | Hold |
|
|||||
|
2018
Q2 | $89K | Hold |
|
|||||
|
2018
Q1 | $91K | Hold |
|
|||||
|
2017
Q4 | $102K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $49K | Hold |
|
|||||
|
2017
Q1 | $43K | Buy |
|