Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$161K Sell
1,000
-245
2025
Q1
$149K Hold
1,245
2024
Q4
$120K Hold
1,245
2024
Q3
$115K Hold
1,245
2024
Q2
$101K Hold
1,245
2024
Q1
$97K Hold
1,245
2023
Q4
$81K Hold
1,245
2023
Q3
$67K Hold
1,245
2023
Q2
$63K Hold
1,245
2023
Q1
$51K Hold
1,245
2022
Q4
$50K Hold
1,245
2022
Q3
$50K Hold
1,245
2022
Q2
$46K Hold
1,245
2022
Q1
$57K Hold
1,245
2021
Q4
$52K Hold
1,245
2021
Q3
$51K Hold
1,245
2021
Q2
$41K Hold
1,245
2021
Q1
$43K Buy
+1,245