Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $367K | Sell |
|
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|
2025
Q2 | $304K | Sell |
|
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|
2025
Q1 | $280K | Buy |
|
|||||
|
2024
Q4 | $287K | Buy |
|
|||||
|
2024
Q3 | $211K | Sell |
|
|||||
|
2024
Q2 | $335K | Sell |
|
|||||
|
2024
Q1 | $377K | Buy |
|
|||||
|
2023
Q4 | $305K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $217K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $244K | Sell |
|
|||||
|
2022
Q1 | $333K | Buy |
|
|||||
|
2021
Q4 | $318K | Buy |
|
|||||
|
2021
Q3 | $219K | Sell |
|
|||||
|
2021
Q2 | $305K | Buy |
|
|||||
|
2021
Q1 | $293K | Sell |
|
|||||
|
2020
Q4 | $419K | Sell |
|
|||||
|
2020
Q3 | $430K | Buy |
|
|||||
|
2020
Q2 | $377K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $246K | Sell |
|
|||||
|
2018
Q1 | $228K | Buy |
|
|||||
|
2017
Q4 | $227K | Hold |
|
|||||
|
2017
Q3 | $225K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $234K | Buy |
|
|||||
|
2015
Q4 | $312K | Sell |
|
|||||
|
2015
Q3 | $295K | Buy |
|
|||||
|
2015
Q2 | $264K | Sell |
|
|||||
|
2015
Q1 | $256K | Buy |
|
|||||
|
2014
Q4 | $201K | Sell |
|
|||||
|
2014
Q3 | $322K | Buy |
|