Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.75M Buy
31,209
+1,242
+4% +$69.5K 0.15% 225
2025
Q1
$648K Sell
29,967
-6,056
-17% -$131K 0.06% 521
2024
Q4
$765K Buy
36,023
+5,679
+19% +$121K 0.09% 391
2024
Q3
$245K Buy
+30,344
New +$245K 0.03% 776