Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.89M Sell
11,671
-3,921
-25% -$634K 0.01% 569
2025
Q1
$1.67M Buy
15,592
+4,135
+36% +$442K 0.01% 586
2024
Q4
$1.41M Buy
11,457
+961
+9% +$119K 0.01% 648
2024
Q3
$1.5M Buy
10,496
+872
+9% +$125K 0.01% 943
2024
Q2
$1.57M Buy
9,624
+1,190
+14% +$195K 0.01% 819
2024
Q1
$1.05M Buy
8,434
+3,887
+85% +$486K 0.01% 934
2023
Q4
$342K Buy
+4,547
New +$342K ﹤0.01% 1399