| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
+4,038
| New | +$238K | ﹤0.01% | 1071 |
|
|
2025
Q1 | – | Sell |
-17,315
| Closed | -$947K | – | 1083 |
|
|
2024
Q4 | $947K | Sell |
17,315
-1,853
| -10% | -$101K | ﹤0.01% | 874 |
|
|
2024
Q3 | $920K | Buy |
19,168
+2,324
| +14% | +$112K | ﹤0.01% | 885 |
|
|
2024
Q2 | $569K | Buy |
16,844
+5,163
| +44% | +$174K | ﹤0.01% | 940 |
|
|
2024
Q1 | $381K | Sell |
11,681
-1,393
| -11% | -$45.4K | ﹤0.01% | 961 |
|
|
2023
Q4 | $460K | Buy |
+13,074
| New | +$460K | ﹤0.01% | 951 |
|