Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Sell |
|
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|
2025
Q1 | $262K | Sell |
|
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|
2024
Q4 | $367K | Buy |
|
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|
2024
Q3 | $333K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $243K | Sell |
|
|||||
|
2023
Q1 | $222K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $202K | Sell |
|
|||||
|
2022
Q2 | $207K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
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|
2015
Q4 | $226K | Buy |
|
|||||
|
2015
Q3 | $247K | Sell |
|
|||||
|
2015
Q2 | $256K | Sell |
|
|||||
|
2015
Q1 | $399K | Buy |
|
|||||
|
2014
Q4 | $430K | Sell |
|
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|
2014
Q3 | $360K | Buy |
|