Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.37M Buy
+13,949
New +$1.37M 0.02% 107
2025
Q1
Sell
-17,000
Closed -$1.54M 294
2024
Q4
$1.54M Buy
+17,000
New +$1.54M 0.03% 55
2024
Q3
Sell
-24,250
Closed -$2.23M 200
2024
Q2
$2.23M Buy
24,250
+14,043
+138% +$1.29M 0.44% 44
2024
Q1
$941K Buy
10,207
+4,350
+74% +$401K 0.22% 64
2023
Q4
$557K Buy
+5,857
New +$557K 0.11% 91