Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$391K Sell
45,042
-3,522
-7% -$30.6K ﹤0.01% 894
2025
Q1
$423K Sell
48,564
-11,633
-19% -$101K ﹤0.01% 1081
2024
Q4
$648K Sell
60,197
-12,915
-18% -$139K ﹤0.01% 670
2024
Q3
$782K Buy
73,112
+4,137
+6% +$44.3K 0.01% 635
2024
Q2
$1.15M Buy
68,975
+6,225
+10% +$103K 0.01% 579
2024
Q1
$720K Buy
62,750
+34,154
+119% +$392K ﹤0.01% 679
2023
Q4
$484K Buy
+28,596
New +$484K ﹤0.01% 645
2019
Q2
Hold
0
620
2019
Q1
Hold
0
581