Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$454K Hold
2,036
2025
Q1
$418K Hold
2,036
2024
Q4
$372K Hold
2,036
2024
Q3
$419K Hold
2,036
2024
Q2
$356K Buy
2,036
+2,016
2024
Q1
$3.44K Hold
20
2023
Q4
$3.01K Buy
+20
2020
Q2
Sell
-1,500
2020
Q1
$65K Hold
1,500
2019
Q4
$101K Buy
+1,500