Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.7M Sell
64,282
-211
2025
Q1
$1.31M Buy
64,493
+3,387
2024
Q4
$1.12M Sell
61,106
-4,466
2024
Q3
$1.47M Sell
65,572
-503
2024
Q2
$1.24M Sell
66,075
-1,546
2024
Q1
$1.37M Sell
67,621
-408
2023
Q4
$1.56M Sell
68,029
-880
2023
Q3
$1.52M Sell
68,909
-267
2023
Q2
$1.56M Sell
69,176
-1,928
2023
Q1
$1.76M Sell
71,104
-922
2022
Q4
$2.18M Buy
72,026
+3,051
2022
Q3
$2M Buy
68,975
+1,870
2022
Q2
$2.02M Buy
67,105
+3,065
2022
Q1
$2.11M Buy
64,040
+2,627
2021
Q4
$1.58M Sell
61,413
-3,066
2021
Q3
$1.41M Buy
64,479
+1,315
2021
Q2
$1.22M Sell
63,164
-2,717
2021
Q1
$1.29M Buy
65,881
+413
2020
Q4
$1.14M Buy
65,468
+275
2020
Q3
$1.07M Buy
65,193
+1,275
2020
Q2
$1.36M Buy
63,918
+1,078
2020
Q1
$900K Buy
62,840
+1,306
2019
Q4
$876K Buy
61,534
+1,005
2019
Q3
$716K Sell
60,529
-5,550
2019
Q2
$771K Sell
66,079
-665
2019
Q1
$1.06M Buy
66,744
+1,075
2018
Q4
$1.13M Hold
65,669
2018
Q3
$1.32M Sell
65,669
-600
2018
Q2
$1.69M Buy
66,269
+185
2018
Q1
$1.14M Buy
66,084
+5,309
2017
Q4
$1.62M Sell
60,775
-4,880
2017
Q3
$1.73M Sell
65,655
-4,610
2017
Q2
$1.82M Buy
70,265
+36,200
2017
Q1
$1.19M Sell
34,065
-3,790
2016
Q4
$1.5M Hold
37,855
2016
Q3
$1.09M Buy
37,855
+725
2016
Q2
$1.14M Sell
37,130
-1,425
2016
Q1
$1.17M Buy
38,555
+27,745
2015
Q4
$234K Hold
10,810
2015
Q3
$279K Buy
10,810
+1,005
2015
Q2
$319K Sell
9,805
-100
2015
Q1
$313K Buy
9,905
+100
2014
Q4
$256K Buy
+9,805
2014
Q3
Sell
-9,545
2014
Q2
$201K Buy
9,545
+205
2014
Q1
$217K Hold
9,340
2013
Q4
$227K Buy
+9,340