Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.09M Buy
192,207
+135,416
2025
Q1
$1.15M Sell
56,791
-1,219
2024
Q4
$1.06M Hold
58,010
2024
Q3
$1.3M Hold
58,010
2024
Q2
$1.09M Hold
58,010
2024
Q1
$1.17M Sell
58,010
-1,088
2023
Q4
$1.36M Hold
59,098
2023
Q3
$1.3M Sell
59,098
-14,558
2023
Q2
$1.66M Sell
73,656
-1,421
2023
Q1
$1.86M Hold
75,077
2022
Q4
$2.27M Sell
75,077
-78,363
2022
Q3
$4.45M Buy
153,440
+589
2022
Q2
$4.61M Sell
152,851
-9,141
2022
Q1
$5.34M Sell
161,992
-82,846
2021
Q4
$6.31M Buy
244,838
+30,384
2021
Q3
$4.7M Buy
214,454
+50,726
2021
Q2
$3.16M Buy
163,728
+72,912
2021
Q1
$1.78M Buy
90,816
+63,419
2020
Q4
$477K Buy
+27,397