Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$461K Buy
575
+91
+19% +$72.9K 0.02% 466
2025
Q1
$321K Buy
484
+115
+31% +$76.4K 0.02% 535
2024
Q4
$256K Sell
369
-302
-45% -$210K 0.01% 613
2024
Q3
$559K Buy
671
+397
+145% +$331K 0.03% 480
2024
Q2
$281K Buy
+274
New +$281K 0.01% 584
2022
Q2
Sell
-473
Closed -$316K 506
2022
Q1
$316K Buy
+473
New +$316K 0.03% 444
2019
Q4
Sell
-3,958
Closed -$983K 168
2019
Q3
$983K Buy
3,958
+236
+6% +$58.6K 0.38% 72
2019
Q2
$774K Hold
3,722
0.31% 78
2019
Q1
$700K Hold
3,722
0.38% 72
2018
Q4
$579K Buy
+3,722
New +$579K 0.39% 73