| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $922K | Buy |
9,710
+7,230
| +292% | +$687K | 0.04% | 280 |
|
|
2025
Q1 | $219K | Sell |
2,480
-2,110
| -46% | -$186K | 0.01% | 489 |
|
|
2024
Q4 | $435K | Buy |
+4,590
| New | +$435K | 0.02% | 406 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 529 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 509 |
|