Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$231K Sell
1,550
-15
2025
Q1
$187K Buy
1,565
+7
2024
Q4
$150K Sell
1,558
-87
2024
Q3
$152K Sell
1,645
-8
2024
Q2
$134K Buy
1,653
+7
2024
Q1
$128K Hold
1,646
2023
Q4
$107K Sell
1,646
-23
2023
Q3
$89.4K Sell
1,669
-21
2023
Q2
$85.6K Buy
1,690
+50
2023
Q1
$67.2K Sell
1,640
-50
2022
Q4
$67.8K Buy
1,690
+21
2022
Q3
$68K Buy
1,669
+88
2022
Q2
$58K Sell
1,581
-40
2022
Q1
$74K Sell
1,621
-4
2021
Q4
$68K Buy
1,625
+21
2021
Q3
$66K Buy
1,604
+23
2021
Q2
$52K Hold
1,581
2021
Q1
$55K Hold
1,581
2020
Q4
$49K Hold
1,581
2020
Q3
$35K Hold
1,581
2020
Q2
$20K Buy
1,581
+496
2020
Q1
$8K Buy
1,085
+1,048
2019
Q4
$0 Hold
37
2019
Q3
$0 Hold
37
2019
Q2
$0 Hold
37
2019
Q1
$0 Hold
37
2018
Q4
$0 Hold
37
2018
Q3
$1K Hold
37
2018
Q2
$1K Buy
+37
2016
Q4
Sell
-42
2016
Q3
$1K Buy
+42