Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Hold |
|
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|
2025
Q1 | $221K | Sell |
|
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|
2024
Q4 | $224K | Buy |
|
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|
2024
Q3 | $272K | Hold |
|
|||||
|
2024
Q2 | $248K | Hold |
|
|||||
|
2024
Q1 | $249K | Sell |
|
|||||
|
2023
Q4 | $237K | Hold |
|
|||||
|
2023
Q3 | $209K | Buy |
|
|||||
|
2023
Q2 | $236K | Hold |
|
|||||
|
2023
Q1 | $255K | Hold |
|
|||||
|
2022
Q4 | $231K | Hold |
|
|||||
|
2022
Q3 | $256K | Hold |
|
|||||
|
2022
Q2 | $308K | Hold |
|
|||||
|
2022
Q1 | $355K | Hold |
|
|||||
|
2021
Q4 | $361K | Hold |
|
|||||
|
2021
Q3 | $329K | Hold |
|
|||||
|
2021
Q2 | $266K | Hold |
|
|||||
|
2021
Q1 | $264K | Hold |
|
|||||
|
2020
Q4 | $282K | Hold |
|
|||||
|
2020
Q3 | $273K | Hold |
|
|||||
|
2020
Q2 | $247K | Hold |
|
|||||
|
2020
Q1 | $208K | Hold |
|
|||||
|
2019
Q4 | $202K | Sell |
|
|||||
|
2019
Q3 | $233K | Sell |
|
|||||
|
2019
Q2 | $267K | Buy |
|
|||||
|
2019
Q1 | $229K | Buy |
|
|||||
|
2018
Q4 | $223K | Sell |
|
|||||
|
2018
Q3 | $277K | Buy |
|
|||||
|
2018
Q2 | $244K | Buy |
|
|||||
|
2018
Q1 | $296K | Buy |
|
|||||
|
2017
Q4 | $313K | Sell |
|
|||||
|
2017
Q3 | $333K | Hold |
|
|||||
|
2017
Q2 | $368K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $233K | Buy |
|