Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $38.2K | Sell |
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|
2025
Q2 | $129K | Sell |
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|
2025
Q1 | $135K | Buy |
|
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|
2024
Q4 | $115K | Hold |
|
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|
2024
Q3 | $117K | Hold |
|
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|
2024
Q2 | $98.1K | Hold |
|
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|
2024
Q1 | $97.6K | Sell |
|
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|
2023
Q4 | $96.2K | Hold |
|
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|
2023
Q3 | $83.6K | Hold |
|
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|
2023
Q2 | $93.9K | Buy |
|
|||||
|
2023
Q1 | $98.6K | Hold |
|
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|
2022
Q4 | $104K | Hold |
|
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|
2022
Q3 | $90K | Hold |
|
|||||
|
2022
Q2 | $96K | Hold |
|
|||||
|
2022
Q1 | $101K | Hold |
|
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|
2021
Q4 | $107K | Hold |
|
|||||
|
2021
Q3 | $99K | Hold |
|
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|
2021
Q2 | $99K | Hold |
|
|||||
|
2021
Q1 | $102K | Sell |
|
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|
2020
Q4 | $108K | Hold |
|
|||||
|
2020
Q3 | $105K | Hold |
|
|||||
|
2020
Q2 | $99K | Hold |
|
|||||
|
2020
Q1 | $95K | Buy |
|
|||||
|
2019
Q4 | $127K | Sell |
|
|||||
|
2019
Q3 | $123K | Sell |
|
|||||
|
2019
Q2 | $131K | Buy |
|
|||||
|
2019
Q1 | $124K | Sell |
|
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|
2018
Q4 | $112K | Buy |
|
|||||
|
2018
Q3 | $114K | Sell |
|
|||||
|
2018
Q2 | $125K | Sell |
|
|||||
|
2018
Q1 | $162K | Sell |
|
|||||
|
2017
Q4 | $244K | Hold |
|
|||||
|
2017
Q3 | $299K | Hold |
|
|||||
|
2017
Q2 | $305K | Hold |
|
|||||
|
2017
Q1 | $295K | Hold |
|
|||||
|
2016
Q4 | $268K | Sell |
|
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|
2016
Q3 | $273K | Hold |
|
|||||
|
2016
Q2 | $298K | Sell |
|
|||||
|
2016
Q1 | $6.28M | Buy |
|
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|
2015
Q4 | $5.6M | Sell |
|
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|
2015
Q3 | $5.43M | Buy |
|
|||||
|
2015
Q2 | $4.84M | Buy |
|
|||||
|
2015
Q1 | $5.11M | Sell |
|
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|
2014
Q4 | $5.77M | Sell |
|
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|
2014
Q3 | $5.37M | Buy |
|
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|
2014
Q2 | $5.63M | Buy |
|
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|
2014
Q1 | $4.97M | Buy |
|
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|
2013
Q4 | $4.47M | Buy |
|
|||||
|
2013
Q3 | $4.31M | Buy |
|
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|
2013
Q2 | $4.19M | Buy |
|