Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
7,617
+2,420
+47% +$385K 0.06% 210
2025
Q1
$798K Sell
5,197
-2,774
-35% -$426K 0.04% 266
2024
Q4
$1.22M Buy
7,971
+1,940
+32% +$298K 0.05% 213
2024
Q3
$1.03M Buy
6,031
+4,031
+202% +$685K 0.05% 235
2024
Q2
$398K Sell
2,000
-1,000
-33% -$199K 0.02% 368
2024
Q1
$508K Hold
3,000
0.03% 317
2023
Q4
$434K Buy
+3,000
New +$434K 0.03% 309
2023
Q3
Hold
0
683
2022
Q4
Sell
-3,000
Closed -$339K 838
2022
Q3
$339K Buy
+3,000
New +$339K 0.02% 471
2018
Q4
Sell
-6,031
Closed -$434K 456
2018
Q3
$434K Buy
+6,031
New +$434K 0.02% 250