Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.41M Sell
1,583
-7
-0.4% -$6.23K 0.12% 188
2025
Q1
$1.07M Buy
1,590
+226
+17% +$152K 0.1% 215
2024
Q4
$865K Buy
1,364
+214
+19% +$136K 0.09% 245
2024
Q3
$900K Buy
1,150
+289
+34% +$226K 0.11% 208
2024
Q2
$702K Buy
861
+456
+113% +$372K 0.12% 200
2024
Q1
$282K Buy
405
+262
+183% +$183K 0.05% 294
2023
Q4
$75.7K Buy
+143
New +$75.7K 0.02% 470