Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.24M Buy
50,888
+17,975
2025
Q1
$518K Buy
32,913
+2,410
2024
Q4
$476K Buy
30,503
+4,010
2024
Q3
$427K Buy
26,493
+1,450
2024
Q2
$457K Hold
25,043
2024
Q1
$659K Buy
25,043
+10,581
2023
Q4
$326K Buy
14,462
+3,507
2023
Q3
$188K Sell
10,955
-7,387
2023
Q2
$290K Buy
18,342
+9,653
2023
Q1
$122K Buy
8,689
+2,803
2022
Q4
$78K Sell
5,886
-767
2022
Q3
$95K Buy
6,653
+2,902
2022
Q2
$61K Sell
3,751
-10,887
2022
Q1
$255K Buy
14,638
+2,826
2021
Q4
$295K Buy
11,812
+11,744
2021
Q3
$2K Buy
+68