Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$260K Buy
1,874
+818
+77% +$113K 0.01% 740
2025
Q1
$169K Buy
1,056
+258
+32% +$41.2K 0.01% 718
2024
Q4
$106K Buy
798
+132
+20% +$17.6K 0.01% 884
2024
Q3
$90.4K Sell
666
-5
-0.7% -$679 0.01% 832
2024
Q2
$103K Buy
671
+398
+146% +$61.1K 0.01% 786
2024
Q1
$43K Buy
273
+88
+48% +$13.9K ﹤0.01% 1043
2023
Q4
$26.7K Buy
185
+46
+33% +$6.63K ﹤0.01% 1122
2023
Q3
$21.3K Sell
139
-201
-59% -$30.8K ﹤0.01% 1101
2023
Q2
$46.2K Sell
340
-67
-16% -$9.11K 0.01% 870
2023
Q1
$53.9K Sell
407
-22
-5% -$2.91K 0.01% 772
2022
Q4
$60.8K Sell
429
-93
-18% -$13.2K 0.01% 685
2022
Q3
$57K Sell
522
-56
-10% -$6.12K 0.01% 602
2022
Q2
$61K Sell
578
-79
-12% -$8.34K 0.02% 552
2022
Q1
$70K Buy
657
+558
+564% +$59.5K 0.02% 408
2021
Q4
$7K Buy
+99
New +$7K ﹤0.01% 1107