Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$601K Buy
4,568
+1,889
+71% +$249K 0.01% 790
2025
Q1
$281K Buy
+2,679
New +$281K ﹤0.01% 951
2024
Q3
Sell
-192
Closed -$19K 1143
2024
Q2
$19K Buy
192
+85
+79% +$8.41K ﹤0.01% 588
2024
Q1
$10K Buy
+107
New +$10K ﹤0.01% 640