Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.27M Sell
10,630
-127
2024
Q4
$1.03M Buy
10,757
+333
2024
Q3
$961K Buy
10,424
+96
2024
Q2
$839K Buy
10,328
+4,644
2024
Q1
$443K Buy
+5,684
2020
Q4
Sell
-410
2020
Q3
$9K Buy
+410
2017
Q1
Sell
-11
2016
Q4
$0 Hold
11
2016
Q3
$0 Hold
11
2016
Q2
$0 Hold
11
2016
Q1
$0 Hold
11
2015
Q4
$0 Hold
11
2015
Q3
$0 Hold
11
2015
Q2
$0 Hold
11
2015
Q1
$0 Buy
+11
2014
Q4
Sell
-11
2014
Q3
$0 Buy
+11
2014
Q1
Sell
-11
2013
Q4
$0 Hold
11
2013
Q3
$0 Sell
11
-1
2013
Q2
$0 Buy
+12