Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $595K | Buy |
|
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|
2025
Q2 | $298K | Buy |
|
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|
2025
Q1 | $282K | Sell |
|
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|
2024
Q4 | $285K | Sell |
|
|||||
|
2024
Q3 | $1.27M | Buy |
|
|||||
|
2024
Q2 | $1.07M | Sell |
|
|||||
|
2024
Q1 | $1.18M | Buy |
|
|||||
|
2023
Q4 | $186K | Sell |
|
|||||
|
2023
Q3 | $177K | Sell |
|
|||||
|
2023
Q2 | $184K | Buy |
|
|||||
|
2023
Q1 | $160K | Hold |
|
|||||
|
2022
Q4 | $153K | Sell |
|
|||||
|
2022
Q3 | $130K | Buy |
|
|||||
|
2022
Q2 | $140K | Hold |
|
|||||
|
2022
Q1 | $159K | Buy |
|
|||||
|
2021
Q4 | $138K | Hold |
|
|||||
|
2021
Q3 | $134K | Sell |
|
|||||
|
2021
Q2 | $172K | Buy |
|
|||||
|
2021
Q1 | $150K | Sell |
|
|||||
|
2020
Q4 | $205K | Buy |
|
|||||
|
2020
Q3 | $193K | Buy |
|
|||||
|
2020
Q2 | $151K | Sell |
|
|||||
|
2020
Q1 | $135K | Buy |
|
|||||
|
2019
Q4 | $126K | Buy |
|
|||||
|
2019
Q3 | $76K | Sell |
|
|||||
|
2019
Q2 | $196K | Buy |
|
|||||
|
2019
Q1 | $31K | Sell |
|
|||||
|
2018
Q4 | $35K | Buy |
|
|||||
|
2018
Q3 | $29K | Hold |
|
|||||
|
2018
Q2 | $26K | Hold |
|
|||||
|
2018
Q1 | $23K | Sell |
|
|||||
|
2017
Q4 | $36K | Hold |
|
|||||
|
2017
Q3 | $34K | Buy |
|
|||||
|
2017
Q2 | $13K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $8K | Buy |
|