Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $644K | Buy |
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $443K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $219K | Buy |
|
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $618K | Buy |
|
|||||
|
2017
Q2 | – | Hold |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $260K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $437K | Buy |
|
|||||
|
2015
Q2 | – | Hold |
|
|||||
|
2015
Q1 | – | Hold |
|
|||||
|
2014
Q2 | – | Hold |
|
|||||
|
2014
Q1 | – | Hold |
|
|||||
|
2013
Q4 | – | Sell |
|
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|
2013
Q3 | $672K | Buy |
|
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|
2013
Q2 | – | Hold |
|