Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
49,574
+35,799
2025
Q1
$217K Buy
+13,775
2024
Q4
Sell
-63,155
2024
Q3
$1.02M Sell
63,155
-43,896
2024
Q2
$1.95M Buy
107,051
+65,072
2024
Q1
$1.1M Sell
41,979
-37,485
2023
Q4
$1.79M Buy
79,464
+45,006
2023
Q3
$591K Buy
34,458
+20,057
2023
Q2
$228K Buy
14,401
+2,754
2023
Q1
$164K Buy
+11,647
2022
Q4
Sell
-92,153
2022
Q3
$1.31M Buy
92,153
+75,837
2022
Q2
$268K Buy
+16,316