Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
20,785
+3,636
+21% +$198K 0.03% 737
2025
Q1
$864K Buy
17,149
+1,595
+10% +$80.4K 0.03% 732
2024
Q4
$706K Sell
15,554
-15,776
-50% -$717K 0.03% 749
2024
Q3
$1.49M Buy
31,330
+6,898
+28% +$327K 0.06% 489
2024
Q2
$1.12M Sell
24,432
-29,470
-55% -$1.35M 0.05% 507
2024
Q1
$2.33M Buy
53,902
+43,133
+401% +$1.87M 0.13% 229
2023
Q4
$427K Buy
+10,769
New +$427K 0.02% 787
2019
Q2
Sell
-104
Closed -$2K 1391
2019
Q1
$2K Buy
+104
New +$2K ﹤0.01% 963
2018
Q3
Sell
-4,299
Closed -$93K 1498
2018
Q2
$93K Sell
4,299
-692
-14% -$15K 0.01% 880
2018
Q1
$104K Buy
+4,991
New +$104K 0.01% 840