Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$110K Buy
700
+442
+171% +$69.4K 0.01% 1146
2025
Q1
$33.3K Sell
258
-1,021
-80% -$132K ﹤0.01% 1433
2024
Q4
$183K Buy
1,279
+116
+10% +$16.6K 0.01% 689
2024
Q3
$174K Buy
1,163
+2
+0.2% +$299 0.01% 606
2024
Q2
$164K Buy
1,161
+71
+7% +$10K 0.01% 627
2024
Q1
$141K Buy
1,090
+14
+1% +$1.81K 0.01% 593
2023
Q4
$128K Sell
1,076
-102
-9% -$12.2K 0.01% 558
2023
Q3
$115K Sell
1,178
-96
-8% -$9.4K 0.01% 519
2023
Q2
$119K Sell
1,274
-141
-10% -$13.1K 0.01% 525
2023
Q1
$122K Sell
1,415
-239
-14% -$20.6K 0.02% 482
2022
Q4
$134K Sell
1,654
-294
-15% -$23.8K 0.02% 433
2022
Q3
$127K Sell
1,948
-261
-12% -$17K 0.03% 373
2022
Q2
$148K Buy
2,209
+787
+55% +$52.7K 0.04% 301
2022
Q1
$107K Buy
1,422
+1,152
+427% +$86.7K 0.03% 323
2021
Q4
$28K Buy
+270
New +$28K 0.01% 558