| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
779
+37
| +5% | +$12.2K | 0.24% | 82 |
|
|
2025
Q1 | $244K | Sell |
742
-173
| -19% | -$56.9K | 0.25% | 79 |
|
|
2024
Q4 | $253K | Buy |
915
+47
| +5% | +$13K | 0.24% | 77 |
|
|
2024
Q3 | $302K | Buy |
868
+22
| +3% | +$7.65K | 0.31% | 37 |
|
|
2024
Q2 | $280K | Buy |
846
+24
| +3% | +$7.93K | 0.29% | 42 |
|
|
2024
Q1 | $299K | Buy |
822
+64
| +8% | +$23.2K | 0.29% | 41 |
|
|
2023
Q4 | $227K | Buy |
+758
| New | +$227K | 0.27% | 45 |
|