Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,152
Closed -$63.5K 1463
2025
Q1
$63.5K Buy
10,152
+2,595
+34% +$16.2K ﹤0.01% 1303
2024
Q4
$55.3K Sell
7,557
-8,896
-54% -$65.1K ﹤0.01% 1322
2024
Q3
$190K Buy
16,453
+10,426
+173% +$120K ﹤0.01% 1159
2024
Q2
$79.7K Sell
6,027
-7,995
-57% -$106K ﹤0.01% 1197
2024
Q1
$201K Sell
14,022
-9,278
-40% -$133K ﹤0.01% 1669
2023
Q4
$249K Buy
+23,300
New +$249K ﹤0.01% 1574