Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.46M Buy
42,890
+2,667
+7% +$215K 0.14% 141
2025
Q1
$3.28M Sell
40,223
-1,486
-4% -$121K 0.14% 135
2024
Q4
$3.05M Sell
41,709
-784
-2% -$57.3K 0.14% 143
2024
Q3
$2.53M Buy
42,493
+3,228
+8% +$192K 0.12% 180
2024
Q2
$2.01M Sell
39,265
-1,183
-3% -$60.5K 0.21% 104
2024
Q1
$2.17M Buy
40,448
+4,077
+11% +$219K 0.12% 177
2023
Q4
$1.64M Buy
36,371
+2,151
+6% +$97.3K 0.11% 190
2023
Q3
$1.68M Buy
+34,220
New +$1.68M 0.12% 163