Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
|
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|
2025
Q1 | $301K | Buy |
|
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|
2024
Q4 | $278K | Buy |
|
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|
2024
Q3 | $225K | Buy |
|
|||||
|
2024
Q2 | $165K | Buy |
|
|||||
|
2024
Q1 | $145K | Hold |
|
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|
2023
Q4 | $129K | Hold |
|
|||||
|
2023
Q3 | $117K | Sell |
|
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|
2023
Q2 | $439K | Sell |
|
|||||
|
2023
Q1 | $419K | Hold |
|
|||||
|
2022
Q4 | $317K | Hold |
|
|||||
|
2022
Q3 | $282K | Sell |
|
|||||
|
2022
Q2 | $256K | Buy |
|
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|
2014
Q3 | – | Sell |
|
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|
2014
Q2 | $9K | Sell |
|
|||||
|
2014
Q1 | $45K | Sell |
|
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|
2013
Q4 | $71K | Sell |
|
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|
2013
Q3 | $95K | Sell |
|
|||||
|
2013
Q2 | $168K | Buy |
|