| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.07M | Buy |
13,610
+2,367
| +21% | +$187K | 0.15% | 121 |
|
|
2024
Q4 | $1.04M | Buy |
11,243
+1,174
| +12% | +$108K | 0.13% | 112 |
|
|
2024
Q3 | $515K | Buy |
10,069
+1,948
| +24% | +$99.6K | 0.06% | 175 |
|
|
2024
Q2 | $469K | Buy |
8,121
+3,635
| +81% | +$210K | 0.05% | 173 |
|
|
2024
Q1 | $206K | Buy |
+4,486
| New | +$206K | 0.02% | 227 |
|