Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$697K Hold
2,585
0.06% 208
2025
Q1
$655K Buy
2,585
+207
+9% +$52.5K 0.06% 200
2024
Q4
$557K Buy
2,378
+120
+5% +$28.1K 0.05% 217
2024
Q3
$577K Buy
2,258
+132
+6% +$33.7K 0.05% 217
2024
Q2
$506K Buy
2,126
+220
+12% +$52.4K 0.05% 221
2024
Q1
$440K Sell
1,906
-25
-1% -$5.77K 0.05% 233
2023
Q4
$383K Buy
1,931
+96
+5% +$19K 0.04% 240
2023
Q3
$311K Sell
1,835
-19
-1% -$3.22K 0.04% 256
2023
Q2
$346K Buy
1,854
+212
+13% +$39.6K 0.04% 256
2023
Q1
$272K Sell
1,642
-25
-1% -$4.14K 0.03% 276
2022
Q4
$243K Buy
1,667
+142
+9% +$20.7K 0.03% 286
2022
Q3
$220K Buy
+1,525
New +$220K 0.03% 280