Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $270K | Hold |
|
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|
2025
Q2 | $208K | Hold |
|
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|
2025
Q1 | $168K | Hold |
|
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|
2024
Q4 | $192K | Hold |
|
|||||
|
2024
Q3 | $183K | Hold |
|
|||||
|
2024
Q2 | $192K | Hold |
|
|||||
|
2024
Q1 | $270K | Hold |
|
|||||
|
2023
Q4 | $233K | Hold |
|
|||||
|
2023
Q3 | $195K | Hold |
|
|||||
|
2023
Q2 | $212K | Buy |
|
|||||
|
2023
Q1 | $111K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $103K | Hold |
|
|||||
|
2022
Q2 | $118K | Hold |
|
|||||
|
2022
Q1 | $159K | Buy |
|
|||||
|
2021
Q4 | $136K | Buy |
|
|||||
|
2021
Q3 | $129K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $137K | Hold |
|
|||||
|
2019
Q2 | $148K | Hold |
|
|||||
|
2019
Q1 | $162K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $189K | Hold |
|
|||||
|
2018
Q1 | $190K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $261K | Hold |
|
|||||
|
2017
Q2 | $271K | Sell |
|
|||||
|
2017
Q1 | $251K | Hold |
|
|||||
|
2016
Q4 | $222K | Hold |
|
|||||
|
2016
Q3 | $220K | Hold |
|
|||||
|
2016
Q2 | $171K | Hold |
|
|||||
|
2016
Q1 | $194K | Hold |
|
|||||
|
2015
Q4 | $148K | Hold |
|
|||||
|
2015
Q3 | $186K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $242K | Hold |
|
|||||
|
2014
Q4 | $261K | Hold |
|
|||||
|
2014
Q3 | $334K | Hold |
|
|||||
|
2014
Q2 | $338K | Hold |
|
|||||
|
2014
Q1 | $312K | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $275K | Hold |
|
|||||
|
2013
Q2 | $260K | Buy |
|