Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.01M Buy
545,225
+404,078
+286% +$3.71M 0.03% 430
2025
Q1
$1.37M Buy
141,147
+71,238
+102% +$691K 0.01% 820
2024
Q4
$658K Sell
69,909
-11,530
-14% -$108K 0.01% 1203
2024
Q3
$923K Buy
81,439
+60,691
+293% +$688K 0.01% 1010
2024
Q2
$203K Buy
+20,748
New +$203K ﹤0.01% 1669
2024
Q1
Sell
-61,109
Closed -$589K 1638
2023
Q4
$589K Buy
61,109
+7,107
+13% +$68.5K 0.01% 855
2023
Q3
$495K Buy
+54,002
New +$495K 0.02% 840
2023
Q1
Sell
-10,238
Closed -$122K 1307
2022
Q4
$122K Sell
10,238
-29,599
-74% -$353K ﹤0.01% 1047
2022
Q3
$427K Buy
+39,837
New +$427K 0.02% 623
2021
Q2
Sell
-17,598
Closed -$206K 715
2021
Q1
$206K Buy
+17,598
New +$206K 0.01% 533