Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$502K Buy
10,231
+1,133
+12% +$55.6K ﹤0.01% 779
2025
Q1
$515K Sell
9,098
-626
-6% -$35.4K ﹤0.01% 694
2024
Q4
$558K Buy
9,724
+274
+3% +$15.7K ﹤0.01% 654
2024
Q3
$495K Sell
9,450
-1,286
-12% -$67.4K ﹤0.01% 696
2024
Q2
$581K Buy
10,736
+334
+3% +$18.1K 0.01% 501
2024
Q1
$602K Buy
10,402
+1,614
+18% +$93.5K 0.01% 478
2023
Q4
$431K Buy
8,788
+872
+11% +$42.7K 0.01% 521
2023
Q3
$341K Buy
7,916
+2,332
+42% +$100K 0.01% 535
2023
Q2
$268K Buy
+5,584
New +$268K ﹤0.01% 586