Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.16M Buy
125,749
+23,922
+23% +$220K ﹤0.01% 1381
2025
Q1
$1.22M Buy
101,827
+90,896
+832% +$1.09M ﹤0.01% 1324
2024
Q4
$121K Buy
+10,931
New +$121K ﹤0.01% 1760
2023
Q3
Sell
-53,921
Closed -$392K 1934
2023
Q2
$392K Buy
+53,921
New +$392K ﹤0.01% 1622
2023
Q1
Hold
0
1397
2018
Q4
Sell
-12,461
Closed -$232K 1956
2018
Q3
$232K Buy
+12,461
New +$232K ﹤0.01% 1986