Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.86M Buy
14,110
+548
+4% +$72.1K 0.01% 1001
2025
Q1
$1.42M Buy
13,562
+18
+0.1% +$1.89K 0.01% 1063
2024
Q4
$1.47M Buy
13,544
+15
+0.1% +$1.63K 0.01% 1023
2024
Q3
$1.44M Sell
13,529
-9
-0.1% -$961 0.01% 1053
2024
Q2
$1.34M Buy
13,538
+247
+2% +$24.4K 0.01% 1039
2024
Q1
$1.23M Buy
13,291
+102
+0.8% +$9.44K 0.01% 1060
2023
Q4
$996K Buy
+13,189
New +$996K 0.01% 1112
2023
Q2
Sell
-6,211
Closed -$344K 2054
2023
Q1
$344K Buy
+6,211
New +$344K ﹤0.01% 1504
2022
Q4
Sell
-6,220
Closed -$262K 1810
2022
Q3
$262K Buy
6,220
+749
+14% +$31.6K ﹤0.01% 1544
2022
Q2
$270K Sell
5,471
-200
-4% -$9.87K ﹤0.01% 1693
2022
Q1
$299K Buy
+5,671
New +$299K ﹤0.01% 1676
2020
Q3
Sell
-131
Closed -$9K 2520
2020
Q2
$9K Buy
+131
New +$9K ﹤0.01% 2979