Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.73M Sell
38,383
-49,503
2025
Q1
$10.5M Sell
87,886
-40,643
2024
Q4
$12.3M Sell
128,529
-3,488
2024
Q3
$12.2M Buy
132,017
+87,712
2024
Q2
$3.6M Sell
44,305
-14,709
2024
Q1
$4.6M Sell
59,014
-45,337
2023
Q4
$6.8M Buy
104,351
+71,322
2023
Q3
$1.77M Sell
33,029
-7,715
2023
Q2
$2.06M Buy
40,744
+2,271
2023
Q1
$1.57M Buy
38,473
+2,971
2022
Q4
$1.43M Sell
35,502
-8,617
2022
Q3
$1.79M Buy
44,119
+179
2022
Q2
$1.61M Sell
43,940
-29,714
2022
Q1
$3.36M Sell
73,654
-15,091
2021
Q4
$3.69M Buy
88,745
+14,588
2021
Q3
$3.05M Buy
74,157
+11,523
2021
Q2
$2.07M Sell
62,634
-37,287
2021
Q1
$3.47M Sell
99,921
-44,368
2020
Q4
$4.48M Sell
144,289
-56,083
2020
Q3
$4.47M Buy
200,372
+706
2020
Q2
$2.48M Buy
199,666
+174,316
2020
Q1
$186K Sell
25,350
-50,778
2019
Q4
$952K Buy
76,128
+38,606
2019
Q3
$398K Sell
37,522
-224,364
2019
Q2
$2.1M Buy
261,886
+191,455
2019
Q1
$676K Buy
70,431
+33,740
2018
Q4
$428K Buy
36,691
+19,316
2018
Q3
$290K Buy
17,375
+12,475
2018
Q2
$79K Sell
4,900
-2,226
2018
Q1
$121K Buy
7,126
+4,393
2017
Q4
$28K Buy
2,733
+1,819
2017
Q3
$10K Buy
914
+901
2017
Q2
$0 Sell
13
-308
2017
Q1
$5K Buy
321
+65
2016
Q4
$4K Sell
256
-144
2016
Q3
$11K Buy
400
+385
2016
Q2
$0 Buy
15
+14
2016
Q1
$0 Hold
1
2015
Q4
$0 Sell
1
-2,288
2015
Q3
$55K Buy
+2,289