Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.63M Buy
116,327
+2,711
+2% +$37.9K ﹤0.01% 1282
2025
Q1
$1.64M Sell
113,616
-169,867
-60% -$2.45M ﹤0.01% 1250
2024
Q4
$3.84M Sell
283,483
-78,545
-22% -$1.06M 0.01% 980
2024
Q3
$5.9M Sell
362,028
-221,223
-38% -$3.6M 0.02% 856
2024
Q2
$7.14M Buy
583,251
+856
+0.1% +$10.5K 0.02% 790
2024
Q1
$6.95M Sell
582,395
-28,726
-5% -$343K 0.02% 807
2023
Q4
$7.51M Buy
+611,121
New +$7.51M 0.02% 746
2023
Q3
Sell
-109,724
Closed -$1.48M 918
2023
Q2
$1.48M Buy
+109,724
New +$1.48M ﹤0.01% 1261
2023
Q1
Hold
0
1587