Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.18M Buy
7,232
+462
+7% +$139K 0.19% 103
2025
Q1
$1.81M Buy
6,770
+396
+6% +$106K 0.18% 131
2024
Q4
$1.59M Buy
6,374
+2,244
+54% +$558K 0.16% 142
2024
Q3
$942K Buy
4,130
+2,428
+143% +$554K 0.11% 200
2024
Q2
$342K Buy
1,702
+537
+46% +$108K 0.06% 297
2024
Q1
$230K Buy
1,165
+43
+4% +$8.48K 0.04% 327
2023
Q4
$173K Buy
+1,122
New +$173K 0.05% 337