Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$480K Sell
5,224
-6,103
-54% -$560K ﹤0.01% 1083
2025
Q1
$1M Buy
11,327
+500
+5% +$44.2K 0.01% 773
2024
Q4
$1M Sell
10,827
-13,321
-55% -$1.23M ﹤0.01% 784
2024
Q3
$2.24M Sell
24,148
-1,155
-5% -$107K 0.01% 744
2024
Q2
$1.9M Buy
25,303
+252
+1% +$18.9K 0.01% 718
2024
Q1
$2.17M Buy
25,051
+3,461
+16% +$300K 0.01% 598
2023
Q4
$1.52M Sell
21,590
-339
-2% -$23.8K 0.01% 695
2023
Q3
$1.2M Buy
21,929
+3,935
+22% +$215K ﹤0.01% 729
2023
Q2
$1M Buy
+17,994
New +$1M ﹤0.01% 816
2019
Q2
Sell
-1,169
Closed -$37K 725
2019
Q1
$37K Buy
1,169
+936
+402% +$29.6K ﹤0.01% 868
2018
Q4
$6K Buy
+233
New +$6K ﹤0.01% 963