Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.43M | Sell |
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|
2025
Q2 | $6.87M | Buy |
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|
2025
Q1 | $2.52M | Buy |
|
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|
2024
Q4 | $2.19M | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $346K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $401K | Buy |
|
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|
2021
Q3 | $383K | Hold |
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|
2021
Q2 | $345K | Buy |
|
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|
2021
Q1 | $348K | Buy |
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|
2020
Q4 | – | Sell |
|
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|
2020
Q3 | $544K | Buy |
|
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|
2020
Q2 | $297K | Buy |
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|
2019
Q4 | – | Sell |
|
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|
2019
Q3 | $225K | Sell |
|
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|
2019
Q2 | $405K | Sell |
|
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|
2019
Q1 | $667K | Sell |
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|
2018
Q4 | $1.83M | Buy |
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|
2018
Q3 | $289K | Sell |
|
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|
2018
Q2 | $2.05M | Buy |
|
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|
2018
Q1 | $859K | Buy |
|
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|
2014
Q3 | – | Sell |
|
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|
2014
Q2 | $371K | Hold |
|
|||||
|
2014
Q1 | $340K | Hold |
|
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|
2013
Q4 | $328K | Hold |
|
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|
2013
Q3 | $312K | Hold |
|
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|
2013
Q2 | $277K | Buy |
|