Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.24M Buy
50,936
+21,375
+72% +$3.46M 0.15% 35
2025
Q1
$3.16M Buy
+29,561
New +$3.16M 0.07% 42
2024
Q4
Sell
-15,318
Closed -$2.19M 249
2024
Q3
$2.19M Buy
+15,318
New +$2.19M 0.06% 32
2023
Q4
Hold
0
279
2023
Q3
Hold
0
536