Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.7M Buy
10,482
+20
+0.2% +$3.24K 0.01% 299
2025
Q1
$1.12M Sell
10,462
-6,038
-37% -$645K 0.01% 324
2024
Q4
$2.04M Buy
16,500
+1,601
+11% +$197K 0.01% 278
2024
Q3
$2.13M Buy
14,899
+2,569
+21% +$367K 0.01% 271
2024
Q2
$2.02M Buy
12,330
+4,614
+60% +$755K 0.01% 268
2024
Q1
$964K Buy
7,716
+1,506
+24% +$188K 0.01% 329
2023
Q4
$467K Sell
6,210
-181
-3% -$13.6K ﹤0.01% 412
2023
Q3
$342K Buy
+6,391
New +$342K ﹤0.01% 452