Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.68M Sell
31,372
-3,465
2025
Q1
$4.17M Sell
34,837
-49,256
2024
Q4
$8.07M Sell
84,093
-511
2024
Q3
$7.8M Buy
84,604
+608
2024
Q2
$6.82M Sell
83,996
-38,550
2024
Q1
$9.55M Buy
122,546
+80,534
2023
Q4
$2.74M Buy
+42,012