Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$88.5K Hold
3,631
2025
Q1
$57.2K Buy
3,631
+617
2024
Q4
$47K Sell
3,014
-16,254
2024
Q3
$311K Sell
19,268
-5,672
2024
Q2
$455K Buy
24,940
+19,061
2024
Q1
$155K Buy
+5,879