Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,585
2024
Q4
$440K Buy
4,585
+1,028
2024
Q3
$328K Sell
3,557
-1,052
2024
Q2
$374K Sell
4,609
-114
2024
Q1
$368K Sell
4,723
-1,676
2023
Q4
$417K Sell
6,399
-218
2023
Q3
$354K Sell
6,617
-65
2023
Q2
$338K Buy
+6,682