Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$453K Buy
4,020
+1,170
+41% +$132K 0.02% 441
2025
Q1
$320K Sell
2,850
-1,060
-27% -$119K 0.02% 445
2024
Q4
$437K Buy
+3,910
New +$437K 0.02% 404
2024
Q3
Sell
-2,000
Closed -$235K 759
2024
Q2
$235K Buy
+2,000
New +$235K 0.01% 431
2023
Q2
Sell
-2,000
Closed -$215K 719
2023
Q1
$215K Sell
2,000
-1,000
-33% -$107K 0.01% 418
2022
Q4
$333K Sell
3,000
-1,500
-33% -$166K 0.02% 393
2022
Q3
$398K Buy
+4,500
New +$398K 0.02% 441
2017
Q1
Sell
-2,671
Closed -$227K 543
2016
Q4
$227K Buy
+2,671
New +$227K 0.01% 361
2016
Q3
Sell
-4,871
Closed -$284K 566
2016
Q2
$284K Buy
+4,871
New +$284K 0.02% 348