Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$19K Buy
255
+1
+0.4% +$75 0.01% 1277
2025
Q1
$20K Buy
254
+151
+147% +$11.9K 0.01% 1207
2024
Q4
$9K Buy
103
+3
+3% +$262 0.01% 1612
2024
Q3
$10K Sell
100
-78
-44% -$7.8K 0.01% 1585
2024
Q2
$18K Sell
178
-2
-1% -$202 0.01% 1244
2024
Q1
$24K Sell
180
-95
-35% -$12.7K 0.02% 1159
2023
Q4
$33K Sell
275
-36
-12% -$4.32K 0.02% 1014
2023
Q3
$36K Sell
311
-130
-29% -$15K 0.03% 901
2023
Q2
$42K Sell
441
-179
-29% -$17K 0.03% 853
2023
Q1
$50K Sell
620
-214
-26% -$17.3K 0.04% 709
2022
Q4
$57K Buy
834
+19
+2% +$1.3K 0.05% 677
2022
Q3
$58K Buy
815
+437
+116% +$31.1K 0.05% 639
2022
Q2
$29K Buy
378
+148
+64% +$11.4K 0.02% 899
2022
Q1
$23K Buy
230
+100
+77% +$10K 0.02% 1029
2021
Q4
$12K Buy
+130
New +$12K 0.02% 981