Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$243K Hold
1,628
2025
Q1
$195K Buy
+1,628
2024
Q4
Sell
-6,948
2024
Q3
$640K Buy
+6,948
2024
Q2
Sell
-4,981
2024
Q1
$388K Hold
4,981
2023
Q4
$324K Hold
4,981
2023
Q3
$267K Buy
+4,981
2021
Q1
Sell
-16,712
2020
Q4
$519K Hold
16,712
2020
Q3
$373K Buy
+16,712