Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $252K | Hold |
|
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|
2025
Q2 | $289K | Hold |
|
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|
2025
Q1 | $288K | Sell |
|
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|
2024
Q4 | $280K | Hold |
|
|||||
|
2024
Q3 | $351K | Sell |
|
|||||
|
2024
Q2 | $338K | Sell |
|
|||||
|
2024
Q1 | $451K | Hold |
|
|||||
|
2023
Q4 | $372K | Sell |
|
|||||
|
2023
Q3 | $376K | Buy |
|
|||||
|
2023
Q2 | $350K | Sell |
|
|||||
|
2023
Q1 | $319K | Hold |
|
|||||
|
2022
Q4 | $414K | Buy |
|
|||||
|
2022
Q3 | $270K | Hold |
|
|||||
|
2022
Q2 | $256K | Hold |
|
|||||
|
2022
Q1 | $233K | Hold |
|
|||||
|
2021
Q4 | $224K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $230K | Hold |
|
|||||
|
2021
Q1 | $236K | Sell |
|
|||||
|
2020
Q4 | $206K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $206K | Sell |
|
|||||
|
2019
Q4 | $275K | Sell |
|
|||||
|
2019
Q3 | $236K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $472K | Sell |
|
|||||
|
2018
Q4 | $634K | Buy |
|