Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.31M Hold
193,239
0.15% 122
2025
Q1
$5.69M Sell
193,239
-17,796
-8% -$524K 0.15% 128
2024
Q4
$6.79M Buy
211,035
+17,796
+9% +$572K 0.18% 112
2024
Q3
$6.67M Sell
193,239
-30,844
-14% -$1.07M 0.18% 114
2024
Q2
$7.5M Buy
224,083
+18,105
+9% +$606K 0.22% 105
2024
Q1
$7.64M Buy
+205,978
New +$7.64M 0.24% 104