Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.56M Buy
59,104
+46,800
+380% +$5.99M 0.09% 291
2025
Q1
$1.64M Sell
12,304
-2,520
-17% -$336K 0.03% 785
2024
Q4
$1.08M Buy
14,824
+6,789
+84% +$493K 0.02% 967
2024
Q3
$304K Buy
+8,035
New +$304K 0.01% 1614
2022
Q4
Sell
-19,150
Closed -$151K 1988
2022
Q3
$151K Buy
19,150
+15,823
+476% +$125K 0.01% 1388
2022
Q2
$71K Buy
+3,327
New +$71K ﹤0.01% 1769
2022
Q1
Sell
-3,645
Closed -$203K 2247
2021
Q4
$203K Buy
+3,645
New +$203K 0.01% 1652
2021
Q2
Sell
-739
Closed -$169K 1958
2021
Q1
$169K Buy
+739
New +$169K 0.01% 1635