Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$461K Hold
575
2025
Q1
$381K Hold
575
2024
Q4
$399K Hold
575
2024
Q3
$479K Hold
575
2024
Q2
$588K Hold
575
2024
Q1
$558K Sell
575
-11
2023
Q4
$444K Buy
586
+11
2023
Q3
$338K Hold
575
2023
Q2
$417K Hold
575
2023
Q1
$391K Hold
575
2022
Q4
$314K Hold
575
2022
Q3
$239K Hold
575
2022
Q2
$274K Hold
575
2022
Q1
$384K Hold
575
2021
Q4
$458K Hold
575
2021
Q3
$428K Hold
575
2021
Q2
$397K Hold
575
2021
Q1
$355K Hold
575
2020
Q4
$280K Hold
575
2020
Q3
$212K Hold
575
2020
Q2
$212K Hold
575
2020
Q1
$150K Hold
575
2019
Q4
$170K Buy
+575