Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.05M Sell
43,364
-18,821
-30% -$1.76M 0.07% 53
2025
Q1
$4.53M Buy
62,185
+33,185
+114% +$2.42M 0.09% 33
2024
Q4
$1.75M Buy
+29,000
New +$1.75M 0.03% 52
2022
Q3
Hold
0
839
2022
Q2
Hold
0
834
2022
Q1
Hold
0
431
2021
Q4
Hold
0
395