Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-577
2024
Q4
$55.4K Sell
577
-4,392
2024
Q3
$458K Sell
4,969
-6,087
2024
Q2
$898K Buy
11,056
+4,074
2024
Q1
$544K Sell
6,982
-6,516
2023
Q4
$879K Buy
13,498
+7,536
2023
Q3
$319K Buy
5,962
+1,873
2023
Q2
$207K Sell
4,089
-2,064
2023
Q1
$252K Sell
6,153
-1,369
2022
Q4
$302K Buy
7,522
+3,006
2022
Q3
$183K Buy
4,516
+2,704
2022
Q2
$67K Buy
1,812
+215
2022
Q1
$73K Buy
1,597
+1,202
2021
Q4
$16K Buy
+395