Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-106,264
Closed -$430K 2272
2024
Q4
$430K Buy
106,264
+72,552
+215% +$294K 0.01% 1517
2024
Q3
$140K Buy
+33,712
New +$140K ﹤0.01% 1869
2024
Q1
Sell
-11,959
Closed -$42.8K 2019
2023
Q4
$42.8K Buy
+11,959
New +$42.8K ﹤0.01% 1858
2023
Q1
Sell
-40,503
Closed -$181K 1756
2022
Q4
$181K Buy
+40,503
New +$181K 0.01% 1399