Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.71M Buy
70,072
+34,578
2025
Q1
$559K Hold
35,494
2024
Q4
$553K Sell
35,494
-12,243
2024
Q3
$770K Sell
47,737
-461
2024
Q2
$880K Buy
48,198
+1,186
2024
Q1
$1.24M Buy
47,012
+24,536
2023
Q4
$506K Sell
22,476
-7,942
2023
Q3
$522K Sell
30,418
-15,648
2023
Q2
$729K Buy
46,066
+16,245
2023
Q1
$419K Buy
29,821
+7,232
2022
Q4
$300K Sell
22,589
-14,900
2022
Q3
$535K Buy
37,489
+22,589
2022
Q2
$245K Hold
14,900
2022
Q1
$260K Hold
14,900
2021
Q4
$372K Hold
14,900
2021
Q3
$464K Buy
+14,900