Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-19,057
Closed -$112K 2613
2024
Q4
$112K Buy
+19,057
New +$112K ﹤0.01% 1982
2024
Q1
Sell
-15,958
Closed -$110K 2339
2023
Q4
$110K Sell
15,958
-1,013
-6% -$6.97K ﹤0.01% 1762
2023
Q3
$85K Buy
16,971
+6,134
+57% +$30.7K ﹤0.01% 1614
2023
Q2
$52K Sell
10,837
-792
-7% -$3.8K ﹤0.01% 1617
2023
Q1
$44.7K Buy
+11,629
New +$44.7K ﹤0.01% 1563
2022
Q3
Sell
-29,564
Closed -$91K 2106
2022
Q2
$91K Buy
+29,564
New +$91K ﹤0.01% 1748