Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$609K Sell
4,081
-7,368
2025
Q1
$1.37M Buy
+11,449
2024
Q4
Sell
-13,088
2024
Q3
$1.21M Sell
13,088
-356
2024
Q2
$1.09M Buy
+13,444
2024
Q1
Sell
-19,562
2023
Q4
$1.27M Buy
19,562
+12,205
2023
Q3
$394K Sell
7,357
-2,211
2023
Q2
$485K Sell
9,568
-3,052
2023
Q1
$517K Buy
12,620
+3,978
2022
Q4
$347K Buy
+8,642
2022
Q1
Sell
-7,025
2021
Q4
$292K Buy
+7,025