Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.75M Sell
2,188
-1,851
-46% -$1.48M 0.03% 91
2025
Q1
$2.68M Buy
4,039
+3,099
+330% +$2.05M 0.06% 49
2024
Q4
$651K Buy
+940
New +$651K 0.01% 81
2024
Q3
Sell
-832
Closed -$851K 201
2024
Q2
$851K Buy
+832
New +$851K 0.17% 82