Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $294K | Sell |
|
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|
2025
Q2 | $258K | Sell |
|
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|
2025
Q1 | $450K | Sell |
|
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|
2024
Q4 | $516K | Buy |
|
|||||
|
2024
Q3 | $402K | Buy |
|
|||||
|
2024
Q2 | $147K | Sell |
|
|||||
|
2024
Q1 | $187K | Buy |
|
|||||
|
2023
Q4 | $136K | Sell |
|
|||||
|
2023
Q3 | $172K | Sell |
|
|||||
|
2023
Q2 | $270K | Buy |
|
|||||
|
2023
Q1 | $358K | Sell |
|
|||||
|
2022
Q4 | $385K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
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|
2019
Q1 | $234K | Sell |
|
|||||
|
2018
Q4 | $240K | Sell |
|
|||||
|
2018
Q3 | $474K | Sell |
|
|||||
|
2018
Q2 | $587K | Buy |
|
|||||
|
2018
Q1 | $393K | Buy |
|
|||||
|
2017
Q4 | $287K | Buy |
|