Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$753K Buy
939
+565
+151% +$453K 0.03% 379
2025
Q1
$248K Buy
374
+21
+6% +$13.9K 0.02% 469
2024
Q4
$245K Buy
+353
New +$245K 0.05% 268
2024
Q3
Sell
-6,529
Closed -$6.68M 536
2024
Q2
$6.68M Sell
6,529
-489
-7% -$500K 0.15% 140
2024
Q1
$6.81M Buy
+7,018
New +$6.81M 0.16% 128