Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,750
2024
Q4
$360K Hold
3,750
2024
Q3
$346K Buy
+3,750
2023
Q1
Sell
-7,234
2022
Q4
$290K Buy
7,234
+38
2022
Q3
$291K Sell
7,196
-153
2022
Q2
$270K Sell
7,349
-76
2022
Q1
$339K Buy
+7,425