Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$620K Buy
110,011
+40,554
+58% +$229K 0.02% 941
2025
Q1
$319K Buy
69,457
+68,205
+5,448% +$313K 0.01% 1019
2024
Q4
$7.75K Buy
+1,252
New +$7.75K ﹤0.01% 1383
2024
Q2
Sell
-44,123
Closed -$220K 1595
2024
Q1
$220K Sell
44,123
-5,645
-11% -$28.1K 0.01% 979
2023
Q4
$346K Buy
+49,768
New +$346K 0.02% 851
2022
Q4
Sell
-100,540
Closed -$829K 1804
2022
Q3
$829K Buy
100,540
+13,204
+15% +$109K 0.06% 437
2022
Q2
$795K Buy
87,336
+51,902
+146% +$472K 0.07% 418
2022
Q1
$762K Buy
+35,434
New +$762K 0.07% 433