Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
+321,491
New +$1.1M 0.01% 398
2025
Q1
Hold
0
1314
2024
Q4
Hold
0
1350
2024
Q3
Hold
0
1367
2024
Q2
Hold
0
1381
2024
Q1
Hold
0
1462
2023
Q4
Hold
0
1562
2023
Q3
Hold
0
1582
2023
Q2
Hold
0
1575
2023
Q1
Hold
0
1676
2022
Q4
Hold
0
1884
2022
Q3
Hold
0
2142
2022
Q2
Hold
0
2151
2022
Q1
Hold
0
2054
2021
Q4
Hold
0
1877
2021
Q3
Hold
0
1942
2021
Q2
Hold
0
2107
2021
Q1
Hold
0
1924
2020
Q4
Hold
0
1529
2020
Q3
Hold
0
1428
2020
Q2
Hold
0
1432
2020
Q1
Sell
-382,638
Closed -$1.54M 1348
2019
Q4
$1.54M Buy
382,638
+154,020
+67% +$619K 0.02% 353
2019
Q3
$356K Sell
228,618
-363,052
-61% -$565K ﹤0.01% 629
2019
Q2
$1.51M Buy
591,670
+396,600
+203% +$1.01M 0.02% 345
2019
Q1
$994K Buy
+195,070
New +$994K 0.01% 435