Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.18K Sell
213
-24,420
2025
Q1
$954K Sell
24,633
-863
2024
Q4
$862K Hold
25,496
2024
Q3
$1.04M Sell
25,496
-314
2024
Q2
$994K Buy
25,810
+439
2024
Q1
$1.09M Buy
25,371
+24,435
2023
Q4
$34.7K Hold
936
2023
Q3
$33.9K Sell
936
-641
2023
Q2
$56.2K Buy
1,577
+56
2023
Q1
$54.1K Sell
1,521
-200
2022
Q4
$60.5K Sell
1,721
-364
2022
Q3
$61.4K Sell
2,085
-1
2022
Q2
$113K Sell
2,086
-200
2022
Q1
$124K Sell
2,286
-48
2021
Q4
$129K Buy
2,334
+364
2021
Q3
$94.1K Buy
1,970
+400
2021
Q2
$78.1K Sell
1,570
-332
2021
Q1
$84.8K Buy
1,902
+364
2020
Q4
$70.7K Buy
1,538
+98
2020
Q3
$67.8K Hold
1,440
2020
Q2
$73.4K Hold
1,440
2020
Q1
$68.2K Hold
1,440
2019
Q4
$84.6K Buy
+1,440