Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$2.95M Buy
15,716
+2,321
+17% +$436K 0.58% 44
2024
Q4
$3.35M Buy
13,395
+1,014
+8% +$254K 0.63% 34
2024
Q3
$2.88M Sell
12,381
-864
-7% -$201K 0.62% 34
2024
Q2
$2.79M Buy
+13,245
New +$2.79M 0.64% 32