Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.48M Buy
16,275
+384
+2% +$58.5K 0.1% 183
2025
Q1
$2.33M Sell
15,891
-8,023
-34% -$1.18M 0.1% 189
2024
Q4
$3.09M Buy
23,914
+4,213
+21% +$544K 0.14% 141
2024
Q3
$2.69M Buy
19,701
+4,416
+29% +$604K 0.13% 166
2024
Q2
$1.56M Sell
15,285
-2,735
-15% -$279K 0.16% 122
2024
Q1
$1.6M Buy
18,020
+767
+4% +$68K 0.08% 223
2023
Q4
$1.58M Sell
17,253
-267
-2% -$24.4K 0.1% 195
2023
Q3
$1.37M Buy
17,520
+84
+0.5% +$6.58K 0.1% 195
2023
Q2
$1.46M Buy
+17,436
New +$1.46M 0.1% 192
2022
Q4
$1.22M Buy
12,208
+1,593
+15% +$160K 0.09% 215
2022
Q3
$981K Buy
10,615
+1,176
+12% +$109K 0.08% 218
2022
Q2
$1.02M Buy
9,439
+339
+4% +$36.7K 0.08% 205
2022
Q1
$1.13M Buy
9,100
+1,294
+17% +$161K 0.08% 200
2021
Q4
$1.16M Buy
+7,806
New +$1.16M 0.08% 211