Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$608K Buy
43,441
+35,464
+445% +$496K 0.02% 948
2025
Q1
$115K Buy
7,977
+5,083
+176% +$73.5K ﹤0.01% 1224
2024
Q4
$39.2K Sell
2,894
-53,630
-95% -$726K ﹤0.01% 1330
2024
Q3
$921K Buy
56,524
+27,025
+92% +$440K 0.04% 662
2024
Q2
$361K Buy
29,499
+92
+0.3% +$1.13K 0.02% 839
2024
Q1
$351K Sell
29,407
-22,130
-43% -$264K 0.02% 847
2023
Q4
$633K Buy
51,537
+36,996
+254% +$455K 0.04% 646
2023
Q3
$168K Sell
14,541
-33,402
-70% -$387K 0.01% 958
2023
Q2
$648K Buy
47,943
+31,524
+192% +$426K 0.04% 577
2023
Q1
$193K Sell
16,419
-2,050
-11% -$24.1K 0.01% 916
2022
Q4
$178K Sell
18,469
-10,755
-37% -$104K 0.01% 946
2022
Q3
$213K Buy
29,224
+21,926
+300% +$160K 0.02% 861
2022
Q2
$61K Sell
7,298
-26,047
-78% -$218K 0.01% 1259
2022
Q1
$413K Buy
33,345
+32,545
+4,068% +$403K 0.04% 654
2021
Q4
$10K Buy
+800
New +$10K ﹤0.01% 1308