| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $953K | Buy |
9,442
+5,402
| +134% | +$545K | ﹤0.01% | 899 |
|
|
2025
Q1 | $394K | Sell |
4,040
-3
| -0.1% | -$292 | ﹤0.01% | 952 |
|
|
2024
Q4 | $412K | Sell |
4,043
-7,446
| -65% | -$758K | ﹤0.01% | 962 |
|
|
2024
Q3 | $1.29M | Buy |
11,489
+1,964
| +21% | +$220K | ﹤0.01% | 834 |
|
|
2024
Q2 | $909K | Sell |
9,525
-261
| -3% | -$24.9K | ﹤0.01% | 884 |
|
|
2024
Q1 | $868K | Buy |
9,786
+1,340
| +16% | +$119K | ﹤0.01% | 861 |
|
|
2023
Q4 | $695K | Buy |
+8,446
| New | +$695K | ﹤0.01% | 899 |
|