Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$439K Buy
9,737
+1,200
+14% +$54.1K ﹤0.01% 1326
2025
Q1
$401K Buy
8,537
+571
+7% +$26.8K ﹤0.01% 1329
2024
Q4
$449K Hold
7,966
﹤0.01% 1332
2024
Q3
$411K Sell
7,966
-39
-0.5% -$2.01K ﹤0.01% 1368
2024
Q2
$398K Buy
8,005
+2,001
+33% +$99.5K ﹤0.01% 1383
2024
Q1
$350K Sell
6,004
-13,232
-69% -$771K ﹤0.01% 1441
2023
Q4
$1.21M Buy
19,236
+488
+3% +$30.7K 0.01% 1088
2023
Q3
$848K Buy
18,748
+8,135
+77% +$368K 0.01% 1181
2023
Q2
$542K Buy
+10,613
New +$542K ﹤0.01% 1397