Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.19M Sell
2,491
-18,785
-88% -$8.95M 0.02% 772
2025
Q1
$7.81M Sell
21,276
-3,670
-15% -$1.35M 0.19% 145
2024
Q4
$10.1M Sell
24,946
-1,556
-6% -$629K 0.24% 108
2024
Q3
$13.4M Sell
26,502
-1,545
-6% -$780K 0.36% 31
2024
Q2
$12.1M Buy
28,047
+8,064
+40% +$3.47M 0.4% 18
2024
Q1
$7.57M Sell
19,983
-50
-0.2% -$18.9K 0.3% 72
2023
Q4
$6.49M Buy
20,033
+12,813
+177% +$4.15M 0.26% 84
2023
Q3
$2.27M Hold
7,220
0.11% 322
2023
Q2
$2.46M Buy
+7,220
New +$2.46M 0.11% 331
2022
Q4
Sell
-3,205
Closed -$837K 1142
2022
Q3
$837K Sell
3,205
-5,861
-65% -$1.53M 0.05% 612
2022
Q2
$2.56M Buy
9,066
+5,360
+145% +$1.51M 0.19% 118
2022
Q1
$1.12M Buy
+3,706
New +$1.12M 0.07% 479
2020
Q2
Sell
-2,840
Closed -$600K 428
2020
Q1
$600K Sell
2,840
-2,188
-44% -$462K 0.25% 144
2019
Q4
$1.26M Sell
5,028
-4,358
-46% -$1.09M 0.38% 98
2019
Q3
$2.17M Hold
9,386
0.81% 32
2019
Q2
$1.92M Buy
+9,386
New +$1.92M 0.71% 38