Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Sell |
|
|||||
|
2025
Q1 | $407K | Sell |
|
|||||
|
2024
Q4 | $470K | Buy |
|
|||||
|
2024
Q3 | $301K | Buy |
|
|||||
|
2024
Q2 | $233K | Buy |
|
|||||
|
2024
Q1 | $224K | Buy |
|
|||||
|
2023
Q4 | $175K | Buy |
|
|||||
|
2023
Q3 | $130K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $165K | Hold |
|
|||||
|
2014
Q4 | $167K | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $16K | Hold |
|
|||||
|
2013
Q2 | $13K | Buy |
|