Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$708K Buy
13,876
+8
+0.1% +$408 0.04% 341
2025
Q1
$701K Sell
13,868
-3,162
-19% -$160K 0.04% 317
2024
Q4
$815K Buy
17,030
+1,998
+13% +$95.6K 0.04% 309
2024
Q3
$666K Sell
15,032
-5,041
-25% -$223K 0.03% 364
2024
Q2
$855K Buy
20,073
+3,125
+18% +$133K 0.05% 288
2024
Q1
$704K Sell
16,948
-1,167
-6% -$48.5K 0.04% 337
2023
Q4
$665K Buy
+18,115
New +$665K 0.04% 326
2018
Q4
Sell
-169
Closed -$5K 981
2018
Q3
$5K Buy
+169
New +$5K ﹤0.01% 619