Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.59M Buy
185,475
+1,756
+1% +$24.6K 0.03% 627
2025
Q1
$2.65M Buy
183,719
+13,035
+8% +$188K 0.04% 579
2024
Q4
$2.31M Sell
170,684
-1,815
-1% -$24.6K 0.04% 565
2024
Q3
$2.81M Buy
172,499
+133,214
+339% +$2.17M 0.05% 488
2024
Q2
$481K Buy
+39,285
New +$481K 0.01% 1244
2022
Q3
Sell
-33,814
Closed -$286K 1723
2022
Q2
$286K Buy
33,814
+1,280
+4% +$10.8K 0.01% 1445
2022
Q1
$403K Buy
+32,534
New +$403K 0.02% 1190
2021
Q4
Sell
-78,543
Closed -$1.33M 2067
2021
Q3
$1.33M Buy
+78,543
New +$1.33M 0.08% 373