Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.88M Buy
159,156
+33,215
2025
Q1
$1.98M Sell
125,941
-128,282
2024
Q4
$3.96M Buy
254,223
+202,446
2024
Q3
$835K Sell
51,777
-10,537
2024
Q2
$1.14M Buy
62,314
+19,719
2024
Q1
$1.12M Buy
42,595
+199
2023
Q4
$955K Buy
42,396
+30,610
2023
Q3
$202K Sell
11,786
-21,461
2023
Q2
$526K Buy
33,247
+26,471
2023
Q1
$95.3K Sell
6,776
-1,110
2022
Q4
$105K Buy
+7,886
2022
Q3
Sell
-122
2022
Q2
$2K Sell
122
-4,542
2022
Q1
$81K Buy
4,664
+1,942
2021
Q4
$68K Buy
+2,722