Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$62K Hold
44,460
﹤0.01% 1152
2025
Q1
$55K Hold
44,460
﹤0.01% 1150
2024
Q4
$84K Sell
44,460
-17,452
-28% -$33K ﹤0.01% 1130
2024
Q3
$289K Buy
61,912
+18,400
+42% +$85.9K 0.01% 1004
2024
Q2
$198K Buy
+43,512
New +$198K 0.01% 1284
2023
Q3
Sell
-26,960
Closed -$162K 1092
2023
Q2
$162K Sell
26,960
-100,598
-79% -$604K 0.01% 1003
2023
Q1
$790K Buy
127,558
+26,139
+26% +$162K 0.04% 714
2022
Q4
$936K Buy
101,419
+73,880
+268% +$682K 0.05% 596
2022
Q3
$261K Sell
27,539
-7,723
-22% -$73.2K 0.02% 977
2022
Q2
$358K Buy
35,262
+2,810
+9% +$28.5K 0.03% 870
2022
Q1
$462K Buy
+32,452
New +$462K 0.03% 838
2020
Q4
Sell
-22,348
Closed -$235K 408
2020
Q3
$235K Buy
+22,348
New +$235K 0.07% 294