Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.62M Buy
10,876
+294
2025
Q1
$1.27M Hold
10,582
2024
Q4
$1.02M Hold
10,582
2024
Q3
$975K Sell
10,582
-11
2024
Q2
$860K Sell
10,593
-20
2024
Q1
$827K Hold
10,613
2023
Q4
$691K Hold
10,613
2023
Q3
$568K Hold
10,613
2023
Q2
$537K Sell
10,613
-50
2023
Q1
$437K Sell
10,663
-673
2022
Q4
$455K Buy
+11,336