Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$33K Hold
1,373
2025
Q1
$22K Buy
1,373
+186
2024
Q4
$19K Hold
1,187
2024
Q3
$19K Hold
1,187
2024
Q2
$22K Hold
1,187
2024
Q1
$31K Sell
1,187
-3,668
2023
Q4
$109K Sell
4,855
-7
2023
Q3
$83K Hold
4,862
2023
Q2
$77K Buy
4,862
+994
2023
Q1
$54K Sell
3,868
-385
2022
Q4
$56K Hold
4,253
2022
Q3
$61K Buy
4,253
+64
2022
Q2
$69K Buy
4,189
+1,587
2022
Q1
$45K Buy
+2,602