Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
18,955
+1,254
+7% +$66.6K 0.01% 996
2025
Q1
$851K Buy
17,701
+3,771
+27% +$181K 0.01% 1014
2024
Q4
$729K Buy
13,930
+383
+3% +$20K 0.01% 1148
2024
Q3
$736K Buy
13,547
+1,118
+9% +$60.7K 0.01% 1153
2024
Q2
$640K Sell
12,429
-4,485
-27% -$231K 0.01% 1138
2024
Q1
$839K Buy
+16,914
New +$839K 0.01% 938