Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$455K Sell
3,051
-2,731
2025
Q1
$692K Buy
5,782
+260
2024
Q4
$530K Buy
5,522
+337
2024
Q3
$478K Sell
5,185
-593
2024
Q2
$469K Sell
5,778
-79
2024
Q1
$457K Buy
5,857
+13
2023
Q4
$381K Buy
5,844
+7
2023
Q3
$313K Buy
5,837
+1,868
2023
Q2
$201K Buy
+3,969