Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$381K Sell
2,553
-34
2025
Q1
$309K Sell
2,587
-86
2024
Q4
$253K Sell
2,673
-239
2024
Q3
$265K Buy
2,912
+146
2024
Q2
$222K Buy
+2,766