Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.39M Sell
20,950
-1,517
-7% -$245K 0.39% 47
2025
Q1
$2.4M Buy
22,467
+296
+1% +$31.6K 0.32% 54
2024
Q4
$2.74M Buy
22,171
+5,183
+31% +$639K 0.35% 48
2024
Q3
$2.43M Buy
16,988
+7,072
+71% +$1.01M 0.32% 56
2024
Q2
$1.62M Buy
9,916
+6,390
+181% +$1.05M 0.24% 73
2024
Q1
$441K Buy
3,526
+3,326
+1,663% +$416K 0.07% 168
2023
Q4
$15K Buy
+200
New +$15K ﹤0.01% 756