Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-154,235
Closed -$1.83M 798
2025
Q1
$1.83M Buy
154,235
+111,760
+263% +$1.33M 0.1% 123
2024
Q4
$548K Buy
+42,475
New +$548K 0.02% 362
2024
Q3
Hold
0
705
2024
Q2
Hold
0
679
2024
Q1
Hold
0
655
2023
Q4
Hold
0
648
2023
Q3
Hold
0
656
2023
Q2
Hold
0
676
2023
Q1
Hold
0
668
2022
Q1
Hold
0
988
2021
Q4
Hold
0
1044
2021
Q3
Hold
0
1011
2021
Q2
Hold
0
906
2021
Q1
Hold
0
791
2020
Q4
Hold
0
653
2020
Q3
Hold
0
585