Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.04M Hold
22,422
0.04% 624
2025
Q1
$1.71M Buy
22,422
+4,455
+25% +$340K 0.04% 645
2024
Q4
$1.17M Buy
17,967
+3,883
+28% +$254K 0.03% 744
2024
Q3
$769K Buy
14,084
+2,865
+26% +$156K 0.02% 806
2024
Q2
$563K Buy
11,219
+6,192
+123% +$311K 0.02% 865
2024
Q1
$235K Sell
5,027
-13,350
-73% -$624K 0.01% 936
2023
Q4
$904K Sell
18,377
-30,615
-62% -$1.51M 0.04% 644
2023
Q3
$2.11M Sell
48,992
-46,035
-48% -$1.98M 0.1% 346
2023
Q2
$3.51M Sell
95,027
-23,377
-20% -$863K 0.15% 195
2023
Q1
$5.45M Buy
118,404
+29,558
+33% +$1.36M 0.26% 81
2022
Q4
$3.76M Sell
88,846
-45
-0.1% -$1.91K 0.21% 129
2022
Q3
$3.28M Buy
88,891
+39,020
+78% +$1.44M 0.2% 130
2022
Q2
$1.73M Buy
+49,871
New +$1.73M 0.13% 243