Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.18M Buy
9,798
+309
+3% +$37.3K 0.01% 1026
2025
Q1
$1.11M Buy
+9,489
New +$1.11M 0.02% 1010
2024
Q3
Sell
-34,457
Closed -$3.25M 2195
2024
Q2
$3.25M Buy
34,457
+1,046
+3% +$98.8K 0.07% 376
2024
Q1
$3.69M Sell
33,411
-14,444
-30% -$1.6M 0.1% 278
2023
Q4
$4.15M Buy
47,855
+40,805
+579% +$3.53M 0.12% 234
2023
Q3
$495K Sell
7,050
-6,743
-49% -$473K 0.02% 1067
2023
Q2
$918K Sell
13,793
-31,201
-69% -$2.08M 0.03% 741
2023
Q1
$2.66M Buy
44,994
+34,911
+346% +$2.06M 0.11% 233
2022
Q4
$473K Sell
10,083
-29,629
-75% -$1.39M 0.03% 929
2022
Q3
$1.33M Sell
39,712
-136,979
-78% -$4.57M 0.08% 321
2022
Q2
$7.73M Buy
+176,691
New +$7.73M 0.28% 61