Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.14M Buy
10,055
+695
+7% +$78.9K 0.05% 225
2025
Q1
$881K Buy
9,360
+4,870
+108% +$458K 0.05% 250
2024
Q4
$427K Sell
4,490
-660
-13% -$62.7K 0.02% 411
2024
Q3
$516K Sell
5,150
-350
-6% -$35.1K 0.02% 370
2024
Q2
$595K Buy
5,500
+500
+10% +$54.1K 0.03% 287
2024
Q1
$624K Buy
5,000
+4,500
+900% +$561K 0.04% 277
2023
Q4
$54.2K Buy
+500
New +$54.2K ﹤0.01% 483
2020
Q4
Hold
0
670
2020
Q3
Hold
0
598
2016
Q3
Sell
-5,056
Closed -$241K 558
2016
Q2
$241K Sell
5,056
-1,100
-18% -$52.4K 0.02% 378
2016
Q1
$252K Hold
6,156
0.02% 349
2015
Q4
$240K Sell
6,156
-600
-9% -$23.4K 0.01% 371
2015
Q3
$245K Sell
6,756
-7,500
-53% -$272K 0.01% 403
2015
Q2
$604K Hold
14,256
0.03% 296
2015
Q1
$696K Hold
14,256
0.04% 267
2014
Q4
$694K Hold
14,256
0.03% 261
2014
Q3
$629K Hold
14,256
0.03% 287
2014
Q2
$792K Hold
14,256
0.03% 241
2014
Q1
$839K Hold
14,256
0.04% 213
2013
Q4
$718K Buy
+14,256
New +$718K 0.03% 233