Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.1K Sell
127
-2,105
2025
Q1
$35.2K Sell
2,232
-13
2024
Q4
$35K Buy
+2,245
2023
Q3
Sell
-816
2023
Q2
$12.9K Buy
+816