Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$327K Buy
6,014
+1,447
+32% +$78.6K ﹤0.01% 969
2025
Q1
$230K Buy
+4,567
New +$230K ﹤0.01% 1060
2022
Q3
Sell
-11,309
Closed -$305K 560
2022
Q2
$305K Buy
+11,309
New +$305K 0.01% 477