Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.54M Buy
34,678
+1,778
+5% +$78.8K 0.01% 883
2025
Q1
$1.09M Buy
32,900
+2,154
+7% +$71.4K 0.01% 993
2024
Q4
$1.12M Buy
30,746
+1,138
+4% +$41.5K 0.01% 1015
2024
Q3
$838K Sell
29,608
-365
-1% -$10.3K 0.01% 1118
2024
Q2
$772K Buy
29,973
+5,838
+24% +$150K 0.01% 1131
2024
Q1
$601K Sell
24,135
-55,148
-70% -$1.37M 0.01% 1245
2023
Q4
$1.45M Sell
79,283
-16,026
-17% -$293K 0.01% 1014
2023
Q3
$1.79M Buy
95,309
+22,605
+31% +$423K 0.02% 914
2023
Q2
$1.64M Buy
72,704
+19,383
+36% +$437K 0.01% 955
2023
Q1
$946K Sell
53,321
-4,742
-8% -$84.1K 0.01% 1140
2022
Q4
$1.05M Buy
58,063
+2,305
+4% +$41.6K 0.01% 1137
2022
Q3
$932K Buy
55,758
+5,326
+11% +$89K 0.01% 1134
2022
Q2
$653K Buy
+50,432
New +$653K 0.01% 1335