Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-32,920
2025
Q1
$518K Hold
32,920
2024
Q4
$513K Buy
32,920
+960
2024
Q3
$515K Hold
31,960
2024
Q2
$584K Hold
31,960
2024
Q1
$841K Hold
31,960
2023
Q4
$720K Hold
31,960
2023
Q3
$548K Buy
+31,960