Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$3.21M Buy
82,822
+61,735
+293% +$2.39M 0.03% 500
2024
Q4
$713K Buy
21,087
+3,581
+20% +$121K 0.01% 1213
2024
Q3
$716K Buy
17,506
+114
+0.7% +$4.66K 0.01% 1191
2024
Q2
$670K Buy
17,392
+795
+5% +$30.6K 0.01% 1168
2024
Q1
$712K Buy
16,597
+252
+2% +$10.8K 0.01% 1131
2023
Q4
$648K Sell
16,345
-1,486
-8% -$58.9K 0.01% 1114
2023
Q3
$646K Buy
17,831
+411
+2% +$14.9K 0.01% 1104
2023
Q2
$621K Buy
17,420
+3,722
+27% +$133K 0.01% 1141
2023
Q1
$487K Buy
13,698
+7,879
+135% +$280K 0.01% 1151
2022
Q4
$204K Buy
+5,819
New +$204K 0.01% 770
2022
Q3
Sell
-4,002
Closed -$218K 732
2022
Q2
$218K Buy
+4,002
New +$218K 0.01% 634
2021
Q3
Sell
-8,645
Closed -$430K 654
2021
Q2
$430K Buy
+8,645
New +$430K 0.02% 399
2020
Q3
Sell
-1,028
Closed -$52K 1079
2020
Q2
$52K Sell
1,028
-360
-26% -$18.2K ﹤0.01% 692
2020
Q1
$66K Sell
1,388
-90
-6% -$4.28K ﹤0.01% 527
2019
Q4
$87K Buy
+1,478
New +$87K 0.01% 441