Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,000
2024
Q4
$95.7K Hold
1,000
2024
Q3
$101K Hold
1,000
2024
Q2
$90.1K Hold
1,000
2024
Q1
$109K Hold
1,000
2023
Q4
$118K Hold
1,000
2023
Q3
$107K Hold
1,000
2023
Q2
$89.9K Hold
1,000
2023
Q1
$78.3K Hold
1,000
2022
Q4
$84.3K Hold
1,000
2022
Q3
$80.3K Hold
1,000
2022
Q2
$91.3K Hold
1,000
2022
Q1
$119K Hold
1,000
2021
Q4
$117K Hold
1,000
2021
Q3
$105K Hold
1,000
2021
Q2
$117K Hold
1,000
2021
Q1
$102K Sell
1,000
-152
2020
Q4
$121K Hold
1,152
2020
Q3
$127K Hold
1,152
2020
Q2
$123K Hold
1,152
2020
Q1
$105K Hold
1,152
2019
Q4
$99.5K Buy
+1,152