Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $235K | Hold |
|
|||||
|
2025
Q2 | $204K | Sell |
|
|||||
|
2025
Q1 | $289K | Buy |
|
|||||
|
2024
Q4 | $241K | Sell |
|
|||||
|
2024
Q3 | $257K | Sell |
|
|||||
|
2024
Q2 | $334K | Hold |
|
|||||
|
2024
Q1 | $348K | Buy |
|
|||||
|
2023
Q4 | $326K | Sell |
|
|||||
|
2023
Q3 | $396K | Buy |
|
|||||
|
2023
Q2 | $356K | Hold |
|
|||||
|
2023
Q1 | $383K | Hold |
|
|||||
|
2022
Q4 | $353K | Hold |
|
|||||
|
2022
Q3 | $288K | Hold |
|
|||||
|
2022
Q2 | $286K | Hold |
|
|||||
|
2022
Q1 | $297K | Buy |
|
|||||
|
2021
Q4 | $251K | Hold |
|
|||||
|
2021
Q3 | $257K | Hold |
|
|||||
|
2021
Q2 | $249K | Hold |
|
|||||
|
2021
Q1 | $229K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $264K | Sell |
|
|||||
|
2020
Q1 | $290K | Buy |
|
|||||
|
2019
Q4 | $411K | Buy |
|
|||||
|
2019
Q3 | $396K | Sell |
|
|||||
|
2019
Q2 | $434K | Hold |
|
|||||
|
2019
Q1 | $455K | Buy |
|
|||||
|
2018
Q4 | $387K | Buy |
|
|||||
|
2018
Q3 | $323K | Sell |
|
|||||
|
2018
Q2 | $320K | Sell |
|
|||||
|
2018
Q1 | $310K | Sell |
|
|||||
|
2017
Q4 | $330K | Sell |
|
|||||
|
2017
Q3 | $310K | Sell |
|
|||||
|
2017
Q2 | $301K | Buy |
|
|||||
|
2017
Q1 | $278K | Sell |
|
|||||
|
2016
Q4 | $301K | Sell |
|
|||||
|
2016
Q3 | $283K | Buy |
|
|||||
|
2016
Q2 | $233K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $205K | Hold |
|
|||||
|
2015
Q3 | $200K | Sell |
|
|||||
|
2015
Q2 | $266K | Sell |
|
|||||
|
2015
Q1 | $261K | Sell |
|
|||||
|
2014
Q4 | $282K | Sell |
|
|||||
|
2014
Q3 | $342K | Sell |
|
|||||
|
2014
Q2 | $461K | Hold |
|
|||||
|
2014
Q1 | $421K | Buy |
|
|||||
|
2013
Q4 | $341K | Sell |
|
|||||
|
2013
Q3 | $309K | Sell |
|
|||||
|
2013
Q2 | $311K | Buy |
|