Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$129K Buy
862
+718
2025
Q1
$17K Sell
144
-598
2024
Q4
$71K Buy
742
+599
2024
Q3
$13K Hold
143
2024
Q2
$12K Sell
143
-176
2024
Q1
$25K Sell
319
-481
2023
Q4
$52K Sell
800
-660
2023
Q3
$78K Sell
1,460
-642
2023
Q2
$106K Sell
2,102
-929
2023
Q1
$124K Buy
3,031
+1,273
2022
Q4
$71K Sell
1,758
-568
2022
Q3
$94K Buy
2,326
+2,317
2022
Q2
$0 Sell
9
-2
2022
Q1
$1K Sell
11
-6
2021
Q4
$1K Buy
+17