Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
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|
2025
Q1 | $1.85M | Hold |
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|
2024
Q4 | $1.67M | Hold |
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|
2024
Q3 | $1.45M | Buy |
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|
2024
Q2 | $1.36M | Hold |
|
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|
2024
Q1 | $1.45M | Hold |
|
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|
2023
Q4 | $1.35M | Hold |
|
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|
2023
Q3 | $1.19M | Hold |
|
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|
2023
Q2 | $1.23M | Hold |
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|
2023
Q1 | $1.17M | Hold |
|
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|
2022
Q4 | $1.08M | Sell |
|
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|
2022
Q3 | $947K | Hold |
|
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|
2022
Q2 | $1.05M | Hold |
|
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|
2022
Q1 | $1.18M | Hold |
|
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|
2021
Q4 | $1.16M | Hold |
|
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|
2021
Q3 | $1.19M | Hold |
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|
2021
Q2 | $1.25M | Hold |
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|
2021
Q1 | $1.13M | Buy |
|
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|
2020
Q4 | $1.12M | Hold |
|
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|
2020
Q3 | $1.02M | Hold |
|
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|
2020
Q2 | $990K | Hold |
|
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|
2020
Q1 | $826K | Hold |
|
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|
2019
Q4 | $963K | Hold |
|
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|
2019
Q3 | $882K | Hold |
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|
2019
Q2 | $890K | Hold |
|
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|
2019
Q1 | $801K | Hold |
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|
2018
Q4 | $676K | Hold |
|
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|
2018
Q3 | $769K | Hold |
|
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|
2018
Q2 | $679K | Hold |
|
|||||
|
2018
Q1 | $613K | Hold |
|
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|
2017
Q4 | $584K | Hold |
|
|||||
|
2017
Q3 | $539K | Hold |
|
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|
2017
Q2 | $481K | Hold |
|
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|
2017
Q1 | $456K | Sell |
|
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|
2016
Q4 | $800K | Hold |
|
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|
2016
Q3 | $848K | Hold |
|
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|
2016
Q2 | $760K | Hold |
|
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|
2016
Q1 | $784K | Hold |
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|
2015
Q4 | $795K | Hold |
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|
2015
Q3 | $714K | Hold |
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|
2015
Q2 | $688K | Hold |
|
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|
2015
Q1 | $671K | Hold |
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|
2014
Q4 | $672K | Buy |
|