Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$240K Sell
3,377
-309
2025
Q1
$234K Buy
3,686
+544
2024
Q4
$238K Sell
3,142
-112
2024
Q3
$288K Sell
3,254
-8,153
2024
Q2
$860K Buy
11,407
+686
2024
Q1
$1.01M Buy
10,721
+229
2023
Q4
$1.14M Sell
10,492
-16
2023
Q3
$1M Buy
10,508
+262
2023
Q2
$1.13M Buy
10,246
+11
2023
Q1
$1.26M Sell
10,235
-32
2022
Q4
$1.2M Buy
10,267
+157
2022
Q3
$840K Buy
10,110
+145
2022
Q2
$1.02M Buy
9,965
+382
2022
Q1
$1.29M Buy
9,583
+494
2021
Q4
$1.51M Buy
9,089
+231
2021
Q3
$1.29M Buy
8,858
+580
2021
Q2
$1.28M Buy
8,278
+1,087
2021
Q1
$956K Buy
7,191
+1,938
2020
Q4
$743K Sell
5,253
-293
2020
Q3
$696K Sell
5,546
-21
2020
Q2
$546K Sell
5,567
-954
2020
Q1
$540K Sell
6,521
-624
2019
Q4
$724K Buy
+7,145