Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.1M Buy
14,091
+6,991
2025
Q1
$849K Buy
7,100
+700
2024
Q4
$614K Sell
6,400
-700
2024
Q3
$654K Hold
7,100
2024
Q2
$577K Buy
7,100
+1,700
2024
Q1
$420K Sell
5,400
-300
2023
Q4
$371K Buy
5,700
+1,100
2023
Q3
$246K Buy
4,600
+900
2023
Q2
$187K Buy
3,700
+900
2023
Q1
$114K Buy
2,800
+300
2022
Q4
$100K Sell
2,500
-3,400
2022
Q3
$238K Sell
5,900
-12,600
2022
Q2
$679K Sell
18,500
-2,300
2022
Q1
$949K Hold
20,800
2021
Q4
$865K Buy
+20,800
2019
Q2
Sell
-29,100
2019
Q1
$279K Sell
29,100
-31,000
2018
Q4
$701K Buy
+60,100
2018
Q3
Sell
-5,433
2018
Q2
$87K Hold
5,433
2018
Q1
$92K Hold
5,433
2017
Q4
$55K Hold
5,433
2017
Q3
$61K Hold
5,433
2017
Q2
$81K Hold
5,433
2017
Q1
$94K Hold
5,433
2016
Q4
$101K Hold
5,433
2016
Q3
$152K Sell
5,433
-200
2016
Q2
$150K Buy
+5,633