Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.24M Buy
+3,678
New +$1.24M 0.06% 204
2025
Q1
Sell
-3,133
Closed -$1.01M 701
2024
Q4
$1.01M Buy
3,133
+1,019
+48% +$328K 0.04% 244
2024
Q3
$680K Buy
+2,114
New +$680K 0.03% 319