Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $429K | Sell |
|
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|
2025
Q2 | $353K | Sell |
|
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|
2025
Q1 | $337K | Sell |
|
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|
2024
Q4 | $374K | Sell |
|
|||||
|
2024
Q3 | $490K | Buy |
|
|||||
|
2024
Q2 | $493K | Sell |
|
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|
2024
Q1 | $442K | Sell |
|
|||||
|
2023
Q4 | $424K | Sell |
|
|||||
|
2023
Q3 | $514K | Buy |
|
|||||
|
2023
Q2 | $431K | Sell |
|
|||||
|
2023
Q1 | $376K | Hold |
|
|||||
|
2022
Q4 | $355K | Sell |
|
|||||
|
2022
Q3 | $396K | Buy |
|
|||||
|
2022
Q2 | $300K | Sell |
|
|||||
|
2022
Q1 | $346K | Buy |
|
|||||
|
2021
Q4 | $381K | Hold |
|
|||||
|
2021
Q3 | $296K | Buy |
|
|||||
|
2021
Q2 | $282K | Sell |
|
|||||
|
2021
Q1 | $330K | Sell |
|
|||||
|
2020
Q4 | $263K | Sell |
|
|||||
|
2020
Q3 | $207K | Buy |
|
|||||
|
2020
Q2 | $198K | Hold |
|
|||||
|
2020
Q1 | $146K | Buy |
|
|||||
|
2019
Q4 | $178K | Hold |
|
|||||
|
2019
Q3 | $159K | Buy |
|
|||||
|
2019
Q2 | $6K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $394K | Hold |
|
|||||
|
2014
Q3 | $441K | Buy |
|
|||||
|
2013
Q3 | – | Sell |
|
|||||
|
2013
Q2 | $10K | Buy |
|