Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$440K Sell
18,038
-13,456
2025
Q1
$496K Sell
31,494
-25,858
2024
Q4
$894K Buy
57,352
+8,257
2024
Q3
$791K Buy
49,095
+15,797
2024
Q2
$608K Buy
33,298
+3,795
2024
Q1
$776K Buy
29,503
+6,301
2023
Q4
$523K Buy
23,202
+4,724
2023
Q3
$317K Sell
18,478
-4,697
2023
Q2
$367K Buy
23,175
+13,956
2023
Q1
$130K Buy
9,219
+1,268
2022
Q4
$105K Sell
7,951
-1,469
2022
Q3
$134K Sell
9,420
-8,122
2022
Q2
$288K Sell
17,542
-10,456
2022
Q1
$488K Sell
27,998
-16,581
2021
Q4
$1.11M Buy
44,579
+42,994
2021
Q3
$49K Buy
+1,585