Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$519K Buy
+32,773
New +$519K 0.02% 692
2024
Q4
Sell
-11,890
Closed -$208K 1047
2024
Q3
$208K Sell
11,890
-1,950
-14% -$34.1K 0.01% 836
2024
Q2
$202K Buy
+13,840
New +$202K 0.01% 804