Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.8K Hold
159
2025
Q1
$10.4K Sell
159
-1,549
2024
Q4
$146K Buy
1,708
+1,574
2024
Q3
$10.5K Hold
134
2024
Q2
$7.78K Hold
134
2024
Q1
$8.98K Sell
134
-66
2023
Q4
$12.3K Sell
200
-94
2023
Q3
$17.2K Hold
294
2023
Q2
$19.6K Sell
294
-100
2023
Q1
$29.9K Hold
394
2022
Q4
$28.1K Sell
394
-400
2022
Q3
$68.3K Hold
794
2022
Q2
$55.5K Sell
794
-10
2022
Q1
$93K Sell
804
-105
2021
Q4
$171K Sell
909
-125
2021
Q3
$269K Sell
1,034
-175
2021
Q2
$352K Sell
1,209
-190
2021
Q1
$340K Hold
1,399
2020
Q4
$328K Buy
1,399
+125
2020
Q3
$251K Sell
1,274
-217
2020
Q2
$260K Sell
1,491
-18
2020
Q1
$144K Buy
1,509
+527
2019
Q4
$106K Buy
+982