Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $633K | Sell |
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|
2025
Q2 | $649K | Hold |
|
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|
2025
Q1 | $635K | Buy |
|
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|
2024
Q4 | $305K | Buy |
|
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|
2024
Q3 | $271K | Buy |
|
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|
2021
Q3 | – | Sell |
|
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|
2021
Q2 | $207K | Hold |
|
|||||
|
2021
Q1 | $218K | Hold |
|
|||||
|
2020
Q4 | $207K | Sell |
|
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|
2020
Q3 | $565K | Hold |
|
|||||
|
2020
Q2 | $593K | Sell |
|
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|
2020
Q1 | $603K | Sell |
|
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|
2019
Q4 | $842K | Sell |
|
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|
2019
Q3 | $808K | Hold |
|
|||||
|
2019
Q2 | $724K | Sell |
|
|||||
|
2019
Q1 | $683K | Sell |
|
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|
2018
Q4 | $637K | Sell |
|
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|
2018
Q3 | $791K | Sell |
|
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|
2018
Q2 | $811K | Hold |
|
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|
2018
Q1 | $901K | Sell |
|
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|
2017
Q4 | $1.09M | Buy |
|