Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$515K Sell
643
-36
-5% -$28.9K 0.01% 343
2025
Q1
$450K Sell
679
-48
-7% -$31.8K 0.01% 356
2024
Q4
$504K Buy
727
+136
+23% +$94.3K 0.01% 304
2024
Q3
$492K Sell
591
-21
-3% -$17.5K 0.01% 291
2024
Q2
$626K Buy
612
+80
+15% +$81.8K 0.01% 256
2024
Q1
$516K Buy
532
+22
+4% +$21.4K 0.01% 272
2023
Q4
$386K Buy
+510
New +$386K 0.01% 296