Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,173
Closed -$19.7K 917
2025
Q1
$19.7K Sell
2,173
-222
-9% -$2.02K ﹤0.01% 595
2024
Q4
$23.8K Buy
2,395
+68
+3% +$675 ﹤0.01% 614
2024
Q3
$38.7K Sell
2,327
-25,800
-92% -$429K ﹤0.01% 544
2024
Q2
$465K Buy
28,127
+11,085
+65% +$183K 0.02% 340
2024
Q1
$283K Sell
17,042
-1,258
-7% -$20.9K 0.02% 409
2023
Q4
$322K Buy
+18,300
New +$322K 0.02% 374