Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15K Sell
566
-33
2025
Q1
$12K Buy
599
+27
2024
Q4
$10K Sell
572
-16
2024
Q3
$14K Buy
588
+90
2024
Q2
$10K Buy
498
+38
2024
Q1
$9K Buy
460
+23
2023
Q4
$10K Buy
437
+40
2023
Q3
$9K Buy
397
+56
2023
Q2
$7K Buy
341
+213
2023
Q1
$3K Sell
128
-37
2022
Q4
$5K Buy
165
+62
2022
Q3
$3K Sell
103
-18
2022
Q2
$4K Sell
121
-89
2022
Q1
$7K Sell
210
-13
2021
Q4
$6K Buy
+223