Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-54,255
2025
Q1
$855K Sell
54,255
-10,445
2024
Q4
$1.01M Sell
64,700
-166,047
2024
Q3
$3.72M Buy
+230,747
2023
Q2
Sell
-154,950
2023
Q1
$2.18M Sell
154,950
-44,863
2022
Q4
$2.65M Buy
199,813
+100,293
2022
Q3
$1.42M Buy
+99,520