Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.77M Sell
5,828
-1,484
-20% -$451K 0.02% 479
2025
Q1
$1.96M Sell
7,312
-3,459
-32% -$929K 0.03% 421
2024
Q4
$2.65M Buy
10,771
+1,831
+20% +$451K 0.04% 378
2024
Q3
$2.05M Buy
8,940
+8,380
+1,496% +$1.92M 0.03% 431
2024
Q2
$113K Sell
560
-209
-27% -$42.2K 0.02% 411
2024
Q1
$150K Sell
769
-122
-14% -$23.8K 0.03% 376
2023
Q4
$138K Buy
891
+106
+14% +$16.4K 0.03% 383
2023
Q3
$102K Buy
785
+29
+4% +$3.77K 0.02% 392
2023
Q2
$103K Sell
756
-171
-18% -$23.3K 0.02% 382
2023
Q1
$117K Buy
+927
New +$117K 0.03% 346