Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.03M Buy
223,861
+74,380
+50% +$673K 0.04% 629
2025
Q1
$1.4M Buy
149,481
+1,840
+1% +$17.2K 0.03% 707
2024
Q4
$1.75M Sell
147,641
-17,911
-11% -$213K 0.04% 650
2024
Q3
$2.6M Buy
165,552
+80,621
+95% +$1.27M 0.07% 469
2024
Q2
$1.14M Buy
84,931
+10,282
+14% +$138K 0.04% 653
2024
Q1
$990K Sell
74,649
-81,697
-52% -$1.08M 0.04% 613
2023
Q4
$2.14M Buy
156,346
+107,486
+220% +$1.47M 0.09% 396
2023
Q3
$415K Buy
+48,860
New +$415K 0.02% 802
2023
Q2
Sell
-10,552
Closed -$106K 1239
2023
Q1
$106K Buy
+10,552
New +$106K 0.01% 1085
2022
Q4
Sell
-15,737
Closed -$176K 1264
2022
Q3
$176K Buy
+15,737
New +$176K 0.01% 1054