Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$472K Sell
19,347
-44,347
2025
Q1
$1M Buy
63,694
+28,562
2024
Q4
$548K Buy
35,132
+8,727
2024
Q3
$426K Buy
26,405
+9,897
2024
Q2
$301K Buy
+16,508
2023
Q4
Sell
-12,299
2023
Q3
$211K Buy
+12,299
2023
Q1
Sell
-15,108
2022
Q4
$200K Buy
+15,108