Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$373K Sell
16,642
-2,877
2025
Q1
$443K Sell
19,519
-7,538
2024
Q4
$542K Sell
27,057
-1,373
2024
Q3
$667K Sell
28,430
-3,158
2024
Q2
$978K Sell
31,588
-11,219
2024
Q1
$1.89M Sell
42,807
-650
2023
Q4
$2.18M Sell
43,457
-814
2023
Q3
$1.57M Sell
44,271
-4,072
2023
Q2
$1.62M Sell
48,343
-22,371
2023
Q1
$2.31M Sell
70,714
-27,181
2022
Q4
$2.59M Sell
97,895
-5,619
2022
Q3
$2.67M Sell
103,514
-8,584
2022
Q2
$4.19M Buy
112,098
+1,928
2022
Q1
$5.46M Sell
110,170
-859
2021
Q4
$5.72M Sell
111,029
-4,559
2021
Q3
$6.16M Buy
115,588
+6,197
2021
Q2
$6.14M Sell
109,391
-1,715
2021
Q1
$7.11M Buy
111,106
+2,256
2020
Q4
$5.42M Sell
108,850
-2,095
2020
Q3
$5.74M Sell
110,945
-16,900
2020
Q2
$7.65M Sell
127,845
-4,064
2020
Q1
$7.14M Sell
131,909
-463
2019
Q4
$7.92M Buy
+132,372