Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$713K Buy
+4,781
2024
Q4
Sell
-3,513
2024
Q3
$324K Sell
3,513
-4,701
2024
Q2
$667K Buy
8,214
+871
2024
Q1
$572K Buy
+7,343