Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
1,368
+562
+70% +$450K 0.05% 290
2025
Q1
$534K Buy
806
+114
+16% +$75.6K 0.03% 454
2024
Q4
$480K Buy
692
+119
+21% +$82.5K 0.03% 472
2024
Q3
$478K Sell
573
-116
-17% -$96.7K 0.03% 455
2024
Q2
$705K Buy
689
+188
+38% +$192K 0.05% 356
2024
Q1
$487K Buy
501
+58
+13% +$56.3K 0.04% 392
2023
Q4
$336K Buy
443
+73
+20% +$55.3K 0.03% 458
2023
Q3
$218K Buy
370
+32
+9% +$18.9K 0.02% 555
2023
Q2
$245K Buy
+338
New +$245K 0.02% 583