Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$687K Buy
767
+90
+13% +$80.6K 0.03% 401
2025
Q1
$460K Buy
677
+102
+18% +$69.3K 0.02% 444
2024
Q4
$362K Sell
575
-2,320
-80% -$1.46M 0.02% 447
2024
Q3
$2.24M Buy
+2,895
New +$2.24M 0.12% 146
2024
Q1
$412K Buy
+590
New +$412K 0.03% 347