Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$157K Buy
750
+400
2025
Q1
$76K Hold
350
2024
Q4
$72.2K Hold
350
2024
Q3
$61.6K Hold
350
2024
Q2
$57K Hold
350
2024
Q1
$52.1K Sell
350
-30
2023
Q4
$48.8K Sell
380
-126
2023
Q3
$53.2K Sell
506
-130
2023
Q2
$66.3K Buy
636
+51
2023
Q1
$59K Hold
585
2022
Q4
$54K Hold
585
2022
Q3
$47K Hold
585
2022
Q2
$57.5K Sell
585
-8
2022
Q1
$70.3K Sell
593
-25
2021
Q4
$84.2K Hold
618
2021
Q3
$96.1K Hold
618
2021
Q2
$89.4K Buy
618
+8
2021
Q1
$80.4K Buy
610
+45
2020
Q4
$67.6K Sell
565
-45
2020
Q3
$57.9K Sell
610
-15
2020
Q2
$60.9K Hold
625
2020
Q1
$46.9K Sell
625
-25
2019
Q4
$63.4K Buy
+650