Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$448K Buy
1,440
+840
+140% +$261K 0.02% 443
2025
Q1
$202K Buy
+600
New +$202K 0.01% 500
2023
Q3
Sell
-1,300
Closed -$375K 706
2023
Q2
$375K Sell
1,300
-200
-13% -$57.6K 0.02% 333
2023
Q1
$370K Buy
+1,500
New +$370K 0.02% 332
2017
Q3
Hold
0
504
2017
Q2
Hold
0
519
2017
Q1
Hold
0
546