Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-38,949
2025
Q1
$4.66M Buy
+38,949
2024
Q3
Sell
-29,556
2024
Q2
$2.4M Sell
29,556
-30,088
2024
Q1
$4.65M Buy
59,644
+902
2023
Q4
$3.83M Buy
58,742
+30,237
2023
Q3
$1.53M Buy
+28,505
2022
Q2
Sell
-33,172
2022
Q1
$1.51M Buy
+33,172
2021
Q2
Sell
-44,577
2021
Q1
$1.55M Sell
44,577
-27,532
2020
Q4
$2.24M Buy
72,109
+6,884
2020
Q3
$1.46M Buy
+65,225