Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.36M | Sell |
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|
2025
Q2 | $8.41M | Buy |
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|
2025
Q1 | $6.08M | Buy |
|
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|
2024
Q4 | $5.01M | Buy |
|
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|
2024
Q3 | $4.01M | Sell |
|
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|
2024
Q2 | $4.17M | Buy |
|
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|
2024
Q1 | $2.67M | Sell |
|
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|
2023
Q4 | $2.34M | Sell |
|
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|
2023
Q3 | $1.53M | Sell |
|
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|
2023
Q2 | $1.41M | Hold |
|
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|
2023
Q1 | $1.41M | Buy |
|
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|
2022
Q4 | $1.26M | Buy |
|
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|
2022
Q3 | $939K | Sell |
|
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|
2022
Q2 | $913K | Sell |
|
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|
2022
Q1 | $788K | Hold |
|
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|
2021
Q4 | $1.12M | Hold |
|
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|
2021
Q3 | $968K | Buy |
|
|||||
|
2021
Q2 | $941K | Buy |
|
|||||
|
2021
Q1 | $799K | Hold |
|
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|
2020
Q4 | $599K | Buy |
|
|||||
|
2020
Q3 | $378K | Buy |
|
|||||
|
2020
Q2 | $188K | Sell |
|
|||||
|
2020
Q1 | $161K | Sell |
|
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|
2019
Q4 | $517K | Buy |
|
|||||
|
2019
Q3 | $520K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
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|
2018
Q4 | $204K | Buy |
|
|||||
|
2018
Q3 | $223K | Hold |
|
|||||
|
2018
Q2 | $246K | Hold |
|
|||||
|
2018
Q1 | $252K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $230K | Hold |
|
|||||
|
2016
Q2 | $228K | Hold |
|
|||||
|
2016
Q1 | $209K | Sell |
|
|||||
|
2015
Q4 | $276K | Sell |
|
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|
2015
Q3 | $266K | Hold |
|
|||||
|
2015
Q2 | $269K | Buy |
|
|||||
|
2015
Q1 | $267K | Buy |
|
|||||
|
2014
Q4 | $193K | Buy |
|
|||||
|
2014
Q3 | $129K | Hold |
|
|||||
|
2014
Q2 | $140K | Hold |
|
|||||
|
2014
Q1 | $135K | Hold |
|
|||||
|
2013
Q4 | $149K | Sell |
|
|||||
|
2013
Q3 | $148K | Hold |
|
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|
2013
Q2 | $133K | Buy |
|