Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.16M Sell
17,047
-36
-0.2% -$6.68K 0.13% 153
2025
Q1
$3.58M Buy
17,083
+725
+4% +$152K 0.16% 126
2024
Q4
$2.91M Buy
16,358
+2,254
+16% +$401K 0.13% 149
2024
Q3
$2.79M Buy
14,104
+752
+6% +$149K 0.13% 162
2024
Q2
$2.29M Buy
13,352
+134
+1% +$23K 0.24% 86
2024
Q1
$2.41M Buy
13,218
+651
+5% +$119K 0.13% 162
2023
Q4
$1.95M Buy
12,567
+249
+2% +$38.6K 0.13% 168
2023
Q3
$1.84M Sell
12,318
-11,786
-49% -$1.76M 0.13% 152
2023
Q2
$3.25M Buy
+24,104
New +$3.25M 0.23% 86
2022
Q4
$3.81M Buy
23,591
+2,178
+10% +$352K 0.27% 67
2022
Q3
$2.87M Buy
21,413
+198
+0.9% +$26.6K 0.24% 75
2022
Q2
$3.25M Sell
21,215
-855
-4% -$131K 0.25% 69
2022
Q1
$3.58M Buy
22,070
+1,005
+5% +$163K 0.25% 72
2021
Q4
$2.85M Buy
+21,065
New +$2.85M 0.19% 96