Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-69,092
2025
Q1
$1.4M Buy
69,092
+10,738
2024
Q4
$1.07M Buy
58,354
+48,028
2024
Q3
$231K Buy
+10,326
2024
Q1
Sell
-70,600
2023
Q4
$1.62M Sell
70,600
-1,200
2023
Q3
$1.58M Sell
71,800
-1,400
2023
Q2
$1.65M Sell
73,200
-900
2023
Q1
$1.84M Sell
74,100
-900
2022
Q4
$2.27M Hold
75,000
2022
Q3
$2.18M Sell
75,000
-800
2022
Q2
$2.29M Buy
75,800
+12,200
2022
Q1
$2.1M Buy
+63,600
2021
Q1
Sell
-178,500
2020
Q4
$3.11M Hold
178,500
2020
Q3
$2.92M Buy
178,500
+163,400
2020
Q2
$321K Buy
+15,100
2019
Q2
Sell
-13,300
2019
Q1
$211K Buy
+13,300
2017
Q3
Sell
-27,200
2017
Q2
$706K Sell
27,200
-37,700
2017
Q1
$2.27M Sell
64,900
-29,500
2016
Q4
$3.73M Sell
94,400
-1,500
2016
Q3
$2.77M Sell
95,900
-3,400
2016
Q2
$3.04M Buy
99,300
+92,400
2016
Q1
$209K Sell
6,900
-100,300
2015
Q4
$2.32M Buy
107,200
+1,750
2015
Q3
$2.73M Buy
105,450
+23,850
2015
Q2
$2.65M Sell
81,600
-65,883
2015
Q1
$4.66M Buy
147,483
+21,800
2014
Q4
$3.29M Buy
125,683
+3,300
2014
Q3
$2.38M Buy
122,383
+14,400
2014
Q2
$2.27M Sell
107,983
-27,135
2014
Q1
$3.14M Sell
135,118
-9,571
2013
Q4
$3.51M Sell
144,689
-9,057
2013
Q3
$3.39M Sell
153,746
-1,063
2013
Q2
$2.85M Buy
+154,809