Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,512
2025
Q1
$197K Buy
+12,512
2024
Q2
Sell
-21,403
2024
Q1
$563K Buy
21,403
+9,080
2023
Q4
$278K Buy
+12,323