Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.24M Buy
98,790
+65,780
+199% +$1.49M 0.05% 597
2025
Q1
$591K Sell
33,010
-141,565
-81% -$2.53M 0.01% 871
2024
Q4
$3.11M Buy
174,575
+104,965
+151% +$1.87M 0.07% 451
2024
Q3
$830K Buy
+69,610
New +$830K 0.02% 793