Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.05M Buy
84,060
+30,521
2025
Q1
$844K Sell
53,539
-26,981
2024
Q4
$1.25M Buy
80,520
+4,918
2024
Q3
$1.22M Buy
75,602
+53,555
2024
Q2
$403K Sell
22,047
-13,278
2024
Q1
$929K Sell
35,325
-23,511
2023
Q4
$1.32M Buy
58,836
+42,384
2023
Q3
$282K Buy
16,452
+3,926
2023
Q2
$198K Sell
12,526
-3,067
2023
Q1
$219K Buy
15,593
+2,431
2022
Q4
$175K Buy
13,162
+12,039
2022
Q3
$16K Sell
1,123
-207
2022
Q2
$22K Sell
1,330
-2,700
2022
Q1
$70K Buy
+4,030