Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.74M Buy
9,661
+640
+7% +$513K 0.05% 341
2025
Q1
$5.98M Sell
9,021
-933
-9% -$618K 0.05% 360
2024
Q4
$6.9M Buy
9,954
+8,402
+541% +$5.82M 0.05% 336
2024
Q3
$1.29M Sell
1,552
-2,411
-61% -$2.01M 0.01% 849
2024
Q2
$4.05M Buy
3,963
+595
+18% +$609K 0.05% 304
2024
Q1
$3.27M Buy
3,368
+45
+1% +$43.7K 0.05% 352
2023
Q4
$2.52M Buy
3,323
+12
+0.4% +$9.08K 0.06% 287
2023
Q3
$1.95M Buy
3,311
+605
+22% +$356K 0.06% 324
2023
Q2
$1.96M Buy
2,706
+898
+50% +$651K 0.06% 327
2023
Q1
$1.23M Buy
+1,808
New +$1.23M 0.04% 419