Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$204K Buy
694
+354
+104% +$104K 0.01% 846
2025
Q1
$90.5K Buy
340
+137
+67% +$36.5K 0.01% 945
2024
Q4
$51K Buy
203
+49
+32% +$12.3K ﹤0.01% 1181
2024
Q3
$33.9K Buy
154
+27
+21% +$5.95K ﹤0.01% 1235
2024
Q2
$25.9K Buy
127
+32
+34% +$6.52K ﹤0.01% 1379
2024
Q1
$15.7K Buy
95
+7
+8% +$1.16K ﹤0.01% 1481
2023
Q4
$15.8K Buy
88
+3
+4% +$537 ﹤0.01% 1351
2023
Q3
$13.7K Buy
85
+6
+8% +$967 ﹤0.01% 1271
2023
Q2
$11.6K Buy
79
+65
+464% +$9.51K ﹤0.01% 1384
2023
Q1
$2.04K Sell
14
-221
-94% -$32.2K ﹤0.01% 1931
2022
Q4
$33.7K Buy
235
+84
+56% +$12.1K 0.01% 907
2022
Q3
$22K Buy
151
+144
+2,057% +$21K 0.01% 870
2022
Q2
$1K Buy
7
+1
+17% +$143 ﹤0.01% 1632
2022
Q1
$1K Hold
6
﹤0.01% 1640
2021
Q4
$1K Buy
+6
New +$1K ﹤0.01% 1696