Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $815K | Sell |
|
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|
2025
Q1 | $943K | Sell |
|
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|
2024
Q4 | $857K | Sell |
|
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|
2024
Q3 | $897K | Buy |
|
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|
2024
Q2 | $849K | Sell |
|
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|
2024
Q1 | $916K | Sell |
|
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|
2023
Q4 | $1.05M | Hold |
|
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|
2023
Q3 | $931K | Sell |
|
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|
2023
Q2 | $581K | Buy |
|
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|
2023
Q1 | $913K | Buy |
|
|||||
|
2022
Q4 | $508K | Hold |
|
|||||
|
2022
Q3 | $435K | Sell |
|
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|
2022
Q2 | $503K | Sell |
|
|||||
|
2022
Q1 | $770K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
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|
2021
Q1 | $400K | Sell |
|
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|
2020
Q4 | $417K | Buy |
|
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|
2019
Q4 | – | Sell |
|
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|
2019
Q3 | $312K | Sell |
|
|||||
|
2019
Q2 | $326K | Buy |
|
|||||
|
2019
Q1 | $283K | Hold |
|
|||||
|
2018
Q4 | $239K | Sell |
|
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|
2018
Q3 | $291K | Hold |
|
|||||
|
2018
Q2 | $257K | Buy |
|