Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$789K Buy
2,682
+462
+21% +$136K 0.01% 708
2025
Q1
$591K Sell
2,220
-1,328
-37% -$354K 0.01% 735
2024
Q4
$892K Buy
3,548
+2,344
+195% +$589K 0.01% 644
2024
Q3
$265K Buy
+1,204
New +$265K ﹤0.01% 991