Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-98,962
Closed -$1.51M 1338
2024
Q4
$1.51M Sell
98,962
-176,773
-64% -$2.69M 0.04% 698
2024
Q3
$4.11M Buy
275,735
+76,940
+39% +$1.15M 0.11% 320
2024
Q2
$2.43M Buy
+198,795
New +$2.43M 0.08% 407