Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$20.1K Hold
318
2025
Q1
$18.1K Hold
318
2024
Q4
$21.4K Sell
318
-2,245
2024
Q3
$172K Buy
2,563
+232
2024
Q2
$161K Buy
2,331
+59
2024
Q1
$139K Buy
2,272
+953
2023
Q4
$82.2K Buy
1,319
+236
2023
Q3
$53K Buy
1,083
+543
2023
Q2
$28.4K Buy
540
+235
2023
Q1
$14.5K Buy
+305