Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$94.5K Buy
2,461
+179
+8% +$6.87K ﹤0.01% 1230
2025
Q1
$88.4K Sell
2,282
-1,907
-46% -$73.9K ﹤0.01% 960
2024
Q4
$142K Buy
4,189
+1,902
+83% +$64.3K 0.01% 797
2024
Q3
$93.5K Sell
2,287
-1,255
-35% -$51.3K 0.01% 812
2024
Q2
$137K Buy
3,542
+303
+9% +$11.7K 0.01% 688
2024
Q1
$134K Buy
3,239
+558
+21% +$23.1K 0.01% 612
2023
Q4
$99.4K Sell
2,681
-1,546
-37% -$57.3K 0.01% 640
2023
Q3
$153K Buy
4,227
+843
+25% +$30.6K 0.02% 462
2023
Q2
$121K Buy
3,384
+441
+15% +$15.7K 0.01% 519
2023
Q1
$105K Buy
2,943
+416
+16% +$14.8K 0.01% 532
2022
Q4
$88.8K Sell
2,527
-111
-4% -$3.9K 0.01% 545
2022
Q3
$78K Buy
2,638
+564
+27% +$16.7K 0.02% 507
2022
Q2
$113K Buy
2,074
+202
+11% +$11K 0.03% 345
2022
Q1
$102K Sell
1,872
-32
-2% -$1.74K 0.03% 334
2021
Q4
$105K Buy
+1,904
New +$105K 0.03% 303