Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.08M | Buy |
51,332
+37,281
| +265% | +$2.96M | 0.19% | 71 |
|
2025
Q1 | $1.16M | Buy |
14,051
+400
| +3% | +$33K | 0.06% | 202 |
|
2024
Q4 | $1.11M | Buy |
13,651
+12,051
| +753% | +$976K | 0.05% | 227 |
|
2024
Q3 | $129K | Buy |
+1,600
| New | +$129K | 0.01% | 510 |
|