Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
|
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|
2025
Q1 | $600K | Buy |
|
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|
2024
Q4 | $410K | Buy |
|
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|
2024
Q3 | $218K | Sell |
|
|||||
|
2024
Q2 | $450K | Buy |
|
|||||
|
2024
Q1 | $452K | Sell |
|
|||||
|
2023
Q4 | $466K | Buy |
|
|||||
|
2023
Q3 | $316K | Buy |
|
|||||
|
2023
Q2 | $270K | Buy |
|
|||||
|
2023
Q1 | $268K | Buy |
|
|||||
|
2022
Q4 | $203K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $438K | Sell |
|
|||||
|
2019
Q2 | $535K | Sell |
|
|||||
|
2019
Q1 | $591K | Sell |
|
|||||
|
2018
Q4 | $532K | Sell |
|
|||||
|
2018
Q3 | $656K | Sell |
|
|||||
|
2018
Q2 | $682K | Buy |
|
|||||
|
2018
Q1 | $589K | Sell |
|
|||||
|
2017
Q4 | $639K | Sell |
|
|||||
|
2017
Q3 | $593K | Sell |
|
|||||
|
2017
Q2 | $536K | Sell |
|
|||||
|
2017
Q1 | $539K | Sell |
|
|||||
|
2016
Q4 | $620K | Sell |
|
|||||
|
2016
Q3 | $684K | Buy |
|