Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.71M Buy
+392,232
New +$2.71M 0.07% 469
2021
Q1
Sell
-14,357
Closed -$500K 819
2020
Q4
$500K Buy
+14,357
New +$500K 0.21% 155