Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$50.4K Sell
401
-253
2025
Q1
$89.5K Sell
654
-8
2024
Q4
$101K Sell
662
-6
2024
Q3
$129K Sell
668
-25
2024
Q2
$161K Hold
693
2024
Q1
$149K Sell
693
-68
2023
Q4
$197K Hold
761
2023
Q3
$196K Hold
761
2023
Q2
$217K Hold
761
2023
Q1
$212K Hold
761
2022
Q4
$211K Hold
761
2022
Q3
$203K Sell
761
-65
2022
Q2
$168K Sell
826
-27
2022
Q1
$180K Sell
853
-170
2021
Q4
$245K Sell
1,023
-35
2021
Q3
$299K Sell
1,058
-65
2021
Q2
$389K Buy
1,123
+56
2021
Q1
$298K Sell
1,067
-241
2020
Q4
$320K Sell
1,308
-23
2020
Q3
$378K Sell
1,331
-304
2020
Q2
$437K Sell
1,635
-51
2020
Q1
$533K Sell
1,686
-217
2019
Q4
$565K Buy
+1,903