Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$884K Sell
11,083
-5,666
-34% -$452K 0.01% 590
2025
Q1
$1.35M Buy
16,749
+6,409
+62% +$516K 0.01% 429
2024
Q4
$989K Sell
10,340
-643
-6% -$61.5K 0.01% 502
2024
Q3
$1.11M Buy
10,983
+2,278
+26% +$230K 0.01% 473
2024
Q2
$784K Sell
8,705
-1,344
-13% -$121K 0.01% 430
2024
Q1
$1.09M Buy
+10,049
New +$1.09M 0.01% 364
2023
Q1
Sell
-3,978
Closed -$335K 641
2022
Q4
$335K Buy
+3,978
New +$335K 0.01% 445