Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$497K Buy
57,191
+3,230
+6% +$28.1K ﹤0.01% 783
2025
Q1
$470K Buy
53,961
+1,920
+4% +$16.7K ﹤0.01% 731
2024
Q4
$560K Buy
52,041
+3,328
+7% +$35.8K ﹤0.01% 653
2024
Q3
$521K Buy
48,713
+6,413
+15% +$68.6K ﹤0.01% 681
2024
Q2
$703K Buy
42,300
+3,327
+9% +$55.3K 0.01% 464
2024
Q1
$447K Buy
38,973
+18,710
+92% +$215K 0.01% 533
2023
Q4
$343K Buy
20,263
+3,238
+19% +$54.8K ﹤0.01% 579
2023
Q3
$152K Buy
17,025
+6,027
+55% +$53.7K ﹤0.01% 695
2023
Q2
$204K Buy
10,998
+1,841
+20% +$34.2K ﹤0.01% 655
2023
Q1
$502K Sell
9,157
-4,486
-33% -$246K 0.01% 401
2022
Q4
$122K Buy
+13,643
New +$122K ﹤0.01% 585