Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.21M Sell
6,724
-33
-0.5% -$10.8K 0.03% 436
2025
Q1
$1.81M Buy
6,757
+935
+16% +$250K 0.03% 444
2024
Q4
$1.38M Buy
5,822
+70
+1% +$16.6K 0.02% 518
2024
Q3
$1.5M Buy
5,752
+4,574
+388% +$1.2M 0.02% 492
2024
Q2
$263K Sell
1,178
-91
-7% -$20.3K 0.05% 313
2024
Q1
$242K Buy
1,269
+48
+4% +$9.15K 0.05% 311
2023
Q4
$218K Buy
1,221
+6
+0.5% +$1.07K 0.05% 300
2023
Q3
$197K Hold
1,215
0.05% 284
2023
Q2
$215K Sell
1,215
-119
-9% -$21.1K 0.05% 264
2023
Q1
$228K Buy
1,334
+175
+15% +$29.9K 0.06% 254
2022
Q4
$178K Buy
1,159
+194
+20% +$29.8K 0.05% 272
2022
Q3
$139K Sell
965
-8
-0.8% -$1.15K 0.04% 296
2022
Q2
$128K Buy
973
+211
+28% +$27.8K 0.04% 307
2022
Q1
$117K Buy
762
+753
+8,367% +$116K 0.03% 337
2021
Q4
$1K Buy
+9
New +$1K ﹤0.01% 694