Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,037
2025
Q1
$1.2M Buy
10,037
+3,871
2024
Q4
$592K Sell
6,166
-1,758
2024
Q3
$730K Buy
+7,924