Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$358K Sell
2,400
-3,900
2025
Q1
$753K Sell
6,300
-1,900
2024
Q4
$787K Sell
8,200
-500
2024
Q3
$802K Hold
8,700
2024
Q2
$707K Hold
8,700
2024
Q1
$678K Buy
8,700
+2,600
2023
Q4
$397K Sell
6,100
-2,000
2023
Q3
$434K Buy
+8,100
2022
Q2
Sell
-11,000
2022
Q1
$502K Buy
11,000
+1,200
2021
Q4
$408K Buy
+9,800