Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.83M Buy
28,542
+5,000
+21% +$320K 0.09% 141
2025
Q1
$1.55M Buy
23,542
+7,657
+48% +$503K 0.08% 145
2024
Q4
$1.03M Sell
15,885
-4,159
-21% -$270K 0.05% 241
2024
Q3
$1.29M Sell
20,044
-7,845
-28% -$504K 0.06% 193
2024
Q2
$1.74M Buy
+27,889
New +$1.74M 0.09% 113