Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,932
Closed -$13.5K 2520
2025
Q1
$13.5K Sell
1,932
-688
-26% -$4.82K ﹤0.01% 2093
2024
Q4
$31.6K Hold
2,620
﹤0.01% 2132
2024
Q3
$18.2K Buy
+2,620
New +$18.2K ﹤0.01% 2035
2024
Q2
Sell
-604
Closed -$26.5K 2224
2024
Q1
$26.5K Sell
604
-5,168
-90% -$227K ﹤0.01% 1832
2023
Q4
$448K Buy
+5,772
New +$448K 0.01% 1241
2023
Q3
Sell
-1,078
Closed -$123K 2068
2023
Q2
$123K Buy
+1,078
New +$123K ﹤0.01% 1541
2023
Q1
Sell
-2,756
Closed -$493K 1985
2022
Q4
$493K Buy
2,756
+1,832
+198% +$328K 0.03% 901
2022
Q3
$247K Buy
+924
New +$247K 0.02% 1213