Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Hold |
|
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|
2025
Q1 | $179K | Hold |
|
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|
2024
Q4 | $176K | Hold |
|
|||||
|
2024
Q3 | $188K | Hold |
|
|||||
|
2024
Q2 | $223K | Hold |
|
|||||
|
2024
Q1 | $237K | Hold |
|
|||||
|
2023
Q4 | $217K | Buy |
|
|||||
|
2023
Q3 | $220K | Hold |
|
|||||
|
2023
Q2 | $268K | Hold |
|
|||||
|
2023
Q1 | $223K | Hold |
|
|||||
|
2022
Q4 | $206K | Sell |
|
|||||
|
2022
Q3 | $291K | Hold |
|
|||||
|
2022
Q2 | $289K | Hold |
|
|||||
|
2022
Q1 | $440K | Hold |
|
|||||
|
2021
Q4 | $540K | Hold |
|
|||||
|
2021
Q3 | $368K | Hold |
|
|||||
|
2021
Q2 | $386K | Hold |
|
|||||
|
2021
Q1 | $319K | Buy |
|
|||||
|
2020
Q4 | $127K | Sell |
|
|||||
|
2020
Q3 | $176K | Hold |
|
|||||
|
2020
Q2 | $161K | Hold |
|
|||||
|
2020
Q1 | $128K | Hold |
|
|||||
|
2019
Q4 | $246K | Hold |
|
|||||
|
2019
Q3 | $243K | Sell |
|
|||||
|
2019
Q2 | $302K | Hold |
|
|||||
|
2019
Q1 | $259K | Hold |
|
|||||
|
2018
Q4 | $226K | Hold |
|
|||||
|
2018
Q3 | $273K | Hold |
|
|||||
|
2018
Q2 | $327K | Hold |
|
|||||
|
2018
Q1 | $327K | Hold |
|
|||||
|
2017
Q4 | $368K | Sell |
|
|||||
|
2017
Q3 | $378K | Hold |
|
|||||
|
2017
Q2 | $354K | Hold |
|
|||||
|
2017
Q1 | $368K | Hold |
|
|||||
|
2016
Q4 | $383K | Hold |
|
|||||
|
2016
Q3 | $381K | Hold |
|
|||||
|
2016
Q2 | $397K | Buy |
|
|||||
|
2016
Q1 | $413K | Buy |
|
|||||
|
2015
Q4 | $324K | Buy |
|
|||||
|
2015
Q3 | $197K | Hold |
|
|||||
|
2015
Q2 | $218K | Hold |
|
|||||
|
2015
Q1 | $234K | Hold |
|
|||||
|
2014
Q4 | $225K | Hold |
|
|||||
|
2014
Q3 | $214K | Hold |
|
|||||
|
2014
Q2 | $250K | Hold |
|
|||||
|
2014
Q1 | $226K | Sell |
|
|||||
|
2013
Q4 | $239K | Hold |
|
|||||
|
2013
Q3 | $261K | Hold |
|
|||||
|
2013
Q2 | $262K | Buy |
|