Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$266K Buy
1,829
+202
+12% +$29.4K ﹤0.01% 1032
2025
Q1
$285K Buy
1,627
+58
+4% +$10.1K ﹤0.01% 949
2024
Q4
$329K Buy
1,569
+195
+14% +$40.9K ﹤0.01% 954
2024
Q3
$395K Buy
+1,374
New +$395K 0.01% 876
2023
Q2
Sell
-16
Closed -$3K 696
2023
Q1
$3K Hold
16
﹤0.01% 649
2022
Q4
$3K Hold
16
﹤0.01% 662
2022
Q3
$3K Hold
16
﹤0.01% 637
2022
Q2
$3K Hold
16
﹤0.01% 646
2022
Q1
$4K Sell
16
-814
-98% -$204K ﹤0.01% 660
2021
Q4
$257K Buy
830
+736
+783% +$228K 0.08% 219
2021
Q3
$25K Buy
+94
New +$25K 0.02% 381