Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
+1,397
2024
Q4
Sell
-5,672
2024
Q3
$523K Sell
5,672
-2,152
2024
Q2
$636K Sell
7,824
-5,778
2024
Q1
$1.06M Sell
13,602
-1,162
2023
Q4
$961K Buy
14,764
+10,954
2023
Q3
$204K Buy
+3,810
2021
Q3
Sell
-1,655
2021
Q2
$55K Sell
1,655
-5,297
2021
Q1
$242K Sell
6,952
-6,439
2020
Q4
$416K Buy
+13,391
2020
Q3
Sell
-2,179
2020
Q2
$27K Buy
+2,179