Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.6K Sell
388
-385
2025
Q1
$17.7K Hold
773
2024
Q4
$17.9K Hold
773
2024
Q3
$26.9K Sell
773
-862
2024
Q2
$52.9K Sell
1,635
-153
2024
Q1
$60.8K Buy
1,788
+241
2023
Q4
$60.9K Sell
1,547
-199
2023
Q3
$66.6K Hold
1,746
2023
Q2
$79.6K Sell
1,746
-16
2023
Q1
$78.9K Sell
1,762
-606
2022
Q4
$104K Sell
2,368
-1,397
2022
Q3
$158K Sell
3,765
-160
2022
Q2
$193K Sell
3,925
-395
2022
Q1
$240K Hold
4,320
2021
Q4
$225K Buy
4,320
+45
2021
Q3
$214K Sell
4,275
-900
2021
Q2
$255K Buy
5,175
+50
2021
Q1
$231K Hold
5,125
2020
Q4
$219K Hold
5,125
2020
Q3
$213K Sell
5,125
-1,100
2020
Q2
$260K Sell
6,225
-950
2020
Q1
$293K Sell
7,175
-511
2019
Q4
$356K Buy
+7,686