Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$964K Buy
10,504
+117
+1% +$10.7K 0.03% 471
2025
Q1
$914K Buy
10,387
+141
+1% +$12.4K 0.03% 444
2024
Q4
$948K Sell
10,246
-40
-0.4% -$3.7K 0.04% 321
2024
Q3
$954K Sell
10,286
-25
-0.2% -$2.32K 0.03% 467
2024
Q2
$773K Sell
10,311
-5,011
-33% -$376K 0.02% 513
2024
Q1
$1.32M Sell
15,322
-335
-2% -$28.9K 0.04% 378
2023
Q4
$1.05M Buy
15,657
+5,542
+55% +$371K 0.04% 408
2023
Q3
$554K Buy
+10,115
New +$554K 0.03% 490
2014
Q2
Sell
-30,412
Closed -$857K 205
2014
Q1
$857K Buy
30,412
+1,472
+5% +$41.5K 0.58% 52
2013
Q4
$739K Buy
+28,940
New +$739K 0.55% 56