Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$119K Sell
525
-62
-11% -$14.1K ﹤0.01% 921
2025
Q1
$143K Sell
587
-118
-17% -$28.8K 0.01% 773
2024
Q4
$198K Sell
705
-104
-13% -$29.2K 0.01% 708
2024
Q3
$221K Sell
809
-134
-14% -$36.7K 0.01% 650
2024
Q2
$283K Sell
943
-276
-23% -$82.7K 0.03% 312
2024
Q1
$353K Sell
1,219
-7,315
-86% -$2.12M 0.02% 471
2023
Q4
$2.16M Sell
8,534
-305
-3% -$77.2K 0.14% 144
2023
Q3
$2.34M Sell
8,839
-1,394
-14% -$369K 0.17% 120
2023
Q2
$2.54M Buy
+10,233
New +$2.54M 0.18% 106
2022
Q4
$1.79M Buy
10,315
+3,264
+46% +$565K 0.13% 144
2022
Q3
$1.05M Buy
7,051
+456
+7% +$67.7K 0.09% 207
2022
Q2
$1.5M Sell
6,595
-353
-5% -$80K 0.12% 141
2022
Q1
$1.61M Buy
6,948
+5,991
+626% +$1.39M 0.11% 150
2021
Q4
$248K Buy
+957
New +$248K 0.02% 483