Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.29M Buy
+8,680
2024
Q4
Sell
-19,764
2024
Q3
$1.82M Sell
19,764
-4,490
2024
Q2
$1.97M Buy
24,254
+2,704
2024
Q1
$1.68M Sell
21,550
-26,220
2023
Q4
$3.11M Hold
47,770
2023
Q3
$2.56M Sell
47,770
-17,580
2023
Q2
$3.31M Sell
65,350
-11,970
2023
Q1
$3.17M Buy
77,320
+41,286
2022
Q4
$1.45M Hold
36,034
2022
Q3
$1.46M Buy
36,034
+14,153
2022
Q2
$804K Sell
21,881
-16,170
2022
Q1
$1.74M Buy
38,051
+24,055
2021
Q4
$582K Hold
13,996
2021
Q3
$576K Buy
+13,996
2020
Q1
Sell
-134,104
2019
Q4
$1.68M Buy
134,104
+21,248
2019
Q3
$1.2M Buy
+112,856