Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$489K Hold
6,400
0.02% 418
2025
Q1
$447K Buy
6,400
+4,400
+220% +$307K 0.02% 393
2024
Q4
$122K Sell
2,000
-94
-4% -$5.75K 0.01% 556
2024
Q3
$124K Buy
2,094
+1,635
+356% +$96.9K 0.01% 513
2024
Q2
$26.1K Hold
459
﹤0.01% 528
2024
Q1
$28.3K Buy
+459
New +$28.3K ﹤0.01% 526
2023
Q4
Hold
0
666
2020
Q1
Sell
-9,280
Closed -$290K 512
2019
Q4
$290K Buy
+9,280
New +$290K 0.02% 301
2019
Q2
Sell
-7,390
Closed -$279K 723
2019
Q1
$279K Buy
+7,390
New +$279K 0.02% 295