Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-15,590
Closed -$279K 652
2024
Q4
$279K Sell
15,590
-22,145
-59% -$396K 0.01% 493
2024
Q3
$651K Buy
+37,735
New +$651K 0.03% 322
2022
Q3
Sell
-120,433
Closed -$2.38M 770
2022
Q2
$2.38M Buy
+120,433
New +$2.38M 0.1% 210
2020
Q1
Sell
-48,834
Closed -$1.25M 425
2019
Q4
$1.25M Hold
48,834
0.07% 158
2019
Q3
$1.12M Buy
48,834
+40,834
+510% +$932K 0.07% 163
2019
Q2
$238K Buy
+8,000
New +$238K 0.01% 326