Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$990K Buy
6,633
+4,093
2025
Q1
$304K Sell
2,540
-1,460
2024
Q4
$384K Buy
4,000
+900
2024
Q3
$286K Sell
3,100
-26,414
2024
Q2
$2.4M Buy
29,514
+13,039
2024
Q1
$1.28M Sell
16,475
-24,635
2023
Q4
$2.68M Sell
41,110
-13,590
2023
Q3
$2.93M Buy
+54,700
2022
Q4
Sell
-9,700
2022
Q3
$393K Buy
+9,700
2022
Q2
Sell
-10,643
2022
Q1
$486K Buy
10,643
+2,884
2021
Q4
$323K Buy
+7,759
2020
Q4
Sell
-28,528
2020
Q3
$637K Buy
+28,528