Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$604K Buy
70,929
+2,257
+3% +$19.2K 0.06% 84
2025
Q1
$463K Buy
68,672
+581
+0.9% +$3.92K 0.06% 81
2024
Q4
$355K Buy
68,091
+16,780
+33% +$87.5K 0.05% 69
2024
Q3
$321K Sell
51,311
-406,983
-89% -$2.54M 0.04% 43
2024
Q2
$2.69M Buy
458,294
+8,417
+2% +$49.5K 0.4% 36
2024
Q1
$3.03M Buy
449,877
+445,640
+10,518% +$3M 0.26% 51
2023
Q4
$33.3K Buy
+4,237
New +$33.3K ﹤0.01% 63