Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$937K Buy
38,430
+7,052
2025
Q1
$494K Buy
31,378
+19,412
2024
Q4
$187K Sell
11,966
-2,739
2024
Q3
$237K Buy
14,705
+3,276
2024
Q2
$209K Sell
11,429
-167,336
2024
Q1
$4.7M Buy
178,765
+151,377
2023
Q4
$617K Buy
27,388
+7,949
2023
Q3
$334K Buy
19,439
+6,622
2023
Q2
$203K Buy
12,817
+2,114
2023
Q1
$150K Buy
+10,703
2022
Q4
Sell
-10,768
2022
Q3
$154K Buy
+10,768
2022
Q1
Sell
-326,166
2021
Q4
$8.14M Sell
326,166
-701,615
2021
Q3
$32M Buy
+1,027,781