Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
1,285
+50
+4% +$40.2K 0.42% 57
2025
Q1
$821K Buy
1,235
+96
+8% +$63.8K 0.37% 64
2024
Q4
$791K Buy
1,139
+351
+45% +$244K 0.35% 68
2024
Q3
$657K Sell
788
-64
-8% -$53.4K 0.3% 71
2024
Q2
$871K Buy
852
+75
+10% +$76.7K 0.45% 50
2024
Q1
$755K Buy
777
+30
+4% +$29.2K 0.45% 46
2023
Q4
$566K Buy
747
+23
+3% +$17.4K 0.38% 52
2023
Q3
$427K Buy
724
+40
+6% +$23.6K 0.32% 65
2023
Q2
$495K Buy
684
+5
+0.7% +$3.62K 0.37% 54
2023
Q1
$462K Hold
679
0.38% 51
2022
Q4
$371K Hold
679
0.33% 64
2022
Q3
$284K Hold
679
0.28% 76
2022
Q2
$324K Hold
679
0.3% 70
2022
Q1
$452K Buy
+679
New +$452K 0.36% 57