Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$43K Hold
10,000
2025
Q1
$45.6K Buy
+10,000
2021
Q2
Sell
-5,000
2021
Q1
$42K Hold
5,000
2020
Q4
$30K Hold
5,000
2020
Q3
$28K Sell
5,000
-1,500
2020
Q2
$45K Sell
6,500
-18,500
2020
Q1
$172K Sell
25,000
-4,000
2019
Q4
$327K Sell
29,000
-5,000
2019
Q3
$510K Sell
34,000
-1,000
2019
Q2
$517K Buy
35,000
+2,490
2019
Q1
$484K Buy
32,510
+3,760
2018
Q4
$388K Hold
28,750
2018
Q3
$529K Buy
28,750
+1,250
2018
Q2
$517K Buy
27,500
+1,325
2018
Q1
$539K Buy
26,175
+3,652
2017
Q4
$432K Buy
22,523
+9,000
2017
Q3
$249K Buy
13,523
+1,000
2017
Q2
$276K Hold
12,523
2017
Q1
$308K Buy
12,523
+7,523
2016
Q4
$127K Buy
+5,000