Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.15M Buy
+24,000
New +$1.15M 0.28% 156
2024
Q4
Sell
-27,300
Closed -$1.78M 545
2024
Q3
$1.78M Hold
27,300
0.47% 65
2024
Q2
$1.75M Buy
+27,300
New +$1.75M 0.49% 49