Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-23,494
Closed -$3.69M 1040
2025
Q1
$3.69M Buy
23,494
+19,994
+571% +$3.14M 0.36% 70
2024
Q4
$614K Buy
+3,500
New +$614K 0.06% 394
2024
Q2
Sell
-5,543
Closed -$1.32M 960
2024
Q1
$1.32M Buy
+5,543
New +$1.32M 0.14% 227