Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.81M Buy
131,699
+71,499
+119% +$2.07M 0.01% 1001
2025
Q1
$1.73M Buy
60,200
+20,752
+53% +$597K ﹤0.01% 1229
2024
Q4
$1.77M Buy
+39,448
New +$1.77M ﹤0.01% 1211
2024
Q3
Sell
-5,500
Closed -$212K 1869
2024
Q2
$212K Buy
+5,500
New +$212K ﹤0.01% 1736
2024
Q1
Sell
-11,375
Closed -$552K 2007
2023
Q4
$552K Buy
+11,375
New +$552K ﹤0.01% 1537
2022
Q3
Hold
0
-$479K 2021
2022
Q2
Sell
-18,500
Closed -$957K 1540
2022
Q1
$957K Sell
18,500
-36,500
-66% -$1.89M ﹤0.01% 1375
2021
Q4
$3.7M Buy
55,000
+34,000
+162% +$2.28M 0.01% 989
2021
Q3
$1.53M Buy
+21,000
New +$1.53M 0.01% 1238