Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$659K Sell
5,090
-222
2025
Q1
$639K Buy
5,312
+60
2024
Q4
$613K Sell
5,252
-83
2024
Q3
$802K Sell
5,335
-44
2024
Q2
$850K Sell
5,379
-56
2024
Q1
$1.08M Sell
5,435
-65
2023
Q4
$957K Sell
5,500
-58
2023
Q3
$869K Sell
5,558
-318
2023
Q2
$964K Sell
5,876
-10
2023
Q1
$909K Sell
5,886
-174
2022
Q4
$799K Sell
6,060
-638
2022
Q3
$717K Buy
6,698
+352
2022
Q2
$663K Buy
6,346
+135
2022
Q1
$923K Buy
6,211
+379
2021
Q4
$666K Buy
5,832
+194
2021
Q3
$555K Buy
5,638
+652
2021
Q2
$478K Buy
4,986
+910
2021
Q1
$327K Sell
4,076
-683
2020
Q4
$253K Buy
4,759
+978
2020
Q3
$170K Sell
3,781
-2,494
2020
Q2
$260K Sell
6,275
-89
2020
Q1
$229K Buy
6,364
+1,127
2019
Q4
$295K Buy
+5,237