Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$77.7K Sell
3,187
-3,182
2025
Q1
$100K Buy
+6,369
2024
Q2
Sell
-1,587
2024
Q1
$41.8K Buy
+1,587
2023
Q4
Sell
-2,239
2023
Q3
$38.4K Sell
2,239
-4,982
2023
Q2
$114K Buy
7,221
+1,154
2023
Q1
$85.3K Buy
+6,067
2022
Q4
Sell
-7,760
2022
Q3
$111K Buy
+7,760