Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Buy |
|
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|
2025
Q1 | $258K | Sell |
|
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|
2024
Q4 | $466K | Sell |
|
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|
2024
Q3 | $492K | Sell |
|
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|
2024
Q2 | $482K | Buy |
|
|||||
|
2024
Q1 | $413K | Sell |
|
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|
2023
Q4 | $380K | Buy |
|
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|
2023
Q3 | $340K | Buy |
|
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|
2023
Q2 | $373K | Buy |
|
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|
2023
Q1 | $297K | Buy |
|
|||||
|
2022
Q4 | $265K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $213K | Hold |
|
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|
2021
Q2 | $214K | Buy |
|
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|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $1.06M | Sell |
|
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|
2018
Q1 | $1.08M | Buy |
|
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|
2017
Q4 | $1.13M | Buy |
|
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|
2017
Q3 | $1.15M | Buy |
|
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|
2017
Q2 | $1.03M | Buy |
|