Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.56M | Buy |
|
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|
2025
Q2 | $1.17M | Buy |
|
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|
2025
Q1 | $543K | Buy |
|
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|
2024
Q4 | $464K | Sell |
|
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|
2024
Q3 | $520K | Sell |
|
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|
2024
Q2 | $463K | Buy |
|
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|
2024
Q1 | $423K | Buy |
|
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|
2023
Q4 | $366K | Buy |
|
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|
2023
Q3 | $356K | Buy |
|
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|
2023
Q2 | $352K | Sell |
|
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|
2023
Q1 | $303K | Buy |
|
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|
2022
Q4 | $221K | Sell |
|
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|
2022
Q3 | $238K | Buy |
|
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|
2017
Q1 | – | Sell |
|
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|
2016
Q4 | $3.71M | Sell |
|
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|
2016
Q3 | $3.73M | Buy |
|
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|
2016
Q2 | $3.58M | Hold |
|
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|
2016
Q1 | $3.56M | Hold |
|
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|
2015
Q4 | $4.55M | Hold |
|
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|
2015
Q3 | $4.44M | Hold |
|
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|
2015
Q2 | $4.8M | Hold |
|
|||||
|
2015
Q1 | $4.91M | Sell |
|
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|
2014
Q4 | $4.66M | Sell |
|
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|
2014
Q3 | $5.03M | Sell |
|
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|
2014
Q2 | $15.3M | Hold |
|
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|
2014
Q1 | $13.7M | Hold |
|
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|
2013
Q4 | $12.7M | Hold |
|
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|
2013
Q3 | $13.4M | Hold |
|
|||||
|
2013
Q2 | $11.1M | Buy |
|