Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,339
Closed -$309K 758
2025
Q1
$309K Buy
9,339
+990
+12% +$32.7K 0.02% 451
2024
Q4
$321K Sell
8,349
-9,451
-53% -$363K 0.01% 480
2024
Q3
$595K Hold
17,800
0.03% 343
2024
Q2
$525K Buy
+17,800
New +$525K 0.03% 319
2014
Q1
Sell
-19,905
Closed -$117K 511
2013
Q4
$117K Buy
+19,905
New +$117K 0.01% 456