Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$745K Sell
10,010
-157,203
-94% -$11.7M 0.14% 152
2025
Q1
$12.1M Buy
167,213
+163,248
+4,117% +$11.8M 0.68% 30
2024
Q4
$353K Buy
+3,965
New +$353K 0.09% 210