Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,229
2025
Q1
$386K Sell
3,229
-9,021
2024
Q4
$1.18M Sell
12,250
-742
2024
Q3
$1.2M Buy
12,992
+1,828
2024
Q2
$907K Buy
+11,164