Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.45M Buy
20,952
+1,772
+9% +$123K 0.13% 131
2025
Q1
$1.18M Buy
19,180
+702
+4% +$43.3K 0.11% 142
2024
Q4
$1.09M Sell
18,478
-3,014
-14% -$178K 0.1% 145
2024
Q3
$1.14M Sell
21,492
-22,019
-51% -$1.17M 0.1% 143
2024
Q2
$2.07M Sell
43,511
-78,495
-64% -$3.73M 0.2% 110
2024
Q1
$5.53M Buy
122,006
+7,378
+6% +$334K 0.58% 51
2023
Q4
$5.79M Buy
+114,628
New +$5.79M 0.57% 53