| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
3,435
+477
| +16% | +$169K | 0.46% | 31 |
|
|
2025
Q1 | $1.04M | Sell |
2,958
-1,807
| -38% | -$633K | 0.42% | 38 |
|
|
2024
Q4 | $1.51M | Sell |
4,765
-2
| -0% | -$632 | 0.61% | 30 |
|
|
2024
Q3 | $1.31M | Sell |
4,767
-276
| -5% | -$75.9K | 0.51% | 36 |
|
|
2024
Q2 | $1.32M | Buy |
5,043
+257
| +5% | +$67.5K | 0.54% | 32 |
|
|
2024
Q1 | $1.34M | Buy |
4,786
+132
| +3% | +$36.8K | 0.55% | 35 |
|
|
2023
Q4 | $1.21M | Buy |
4,654
+1,757
| +61% | +$457K | 0.53% | 36 |
|
|
2023
Q3 | $666K | Buy |
+2,897
| New | +$666K | 0.33% | 49 |
|