Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$487K Sell
1,388
-43
-3% -$15.1K 0.01% 854
2025
Q1
$453K Buy
1,431
+89
+7% +$28.2K 0.01% 819
2024
Q4
$453K Buy
1,342
+78
+6% +$26.3K 0.01% 849
2024
Q3
$403K Buy
1,264
+889
+237% +$283K 0.01% 869
2024
Q2
$121K Sell
375
-125
-25% -$40.3K 0.02% 401
2024
Q1
$174K Sell
500
-53
-10% -$18.4K 0.03% 355
2023
Q4
$201K Buy
553
+12
+2% +$4.36K 0.04% 318
2023
Q3
$161K Buy
541
+15
+3% +$4.46K 0.04% 319
2023
Q2
$174K Buy
526
+47
+10% +$15.5K 0.04% 294
2023
Q1
$159K Buy
479
+76
+19% +$25.2K 0.04% 311
2022
Q4
$97K Buy
403
+28
+7% +$6.74K 0.03% 353
2022
Q3
$83K Buy
375
+16
+4% +$3.54K 0.02% 362
2022
Q2
$86K Buy
359
+70
+24% +$16.8K 0.03% 359
2022
Q1
$92K Buy
289
+240
+490% +$76.4K 0.03% 372
2021
Q4
$20K Buy
49
+4
+9% +$1.63K 0.01% 517
2021
Q3
$15K Hold
45
0.01% 425
2021
Q2
$16K Buy
+45
New +$16K 0.01% 345