Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$229K Buy
+9,394
2025
Q1
Sell
-48,843
2024
Q4
$761K Sell
48,843
-69,290
2024
Q3
$1.9M Buy
118,133
+3,850
2024
Q2
$2.09M Buy
114,283
+83,104
2024
Q1
$820K Buy
31,179
+9,126
2023
Q4
$497K Buy
+22,053
2023
Q1
Sell
-78,096
2022
Q4
$1.04M Buy
78,096
+48,078
2022
Q3
$428K Buy
+30,018
2022
Q1
Sell
-45,019
2021
Q4
$1.12M Buy
45,019
+5,019
2021
Q3
$1.24M Buy
+40,000