Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$138K Buy
6,621
+413
+7% +$8.58K 0.01% 1036
2025
Q1
$110K Sell
6,208
-7,281
-54% -$129K 0.01% 874
2024
Q4
$209K Buy
13,489
+8,634
+178% +$134K 0.01% 637
2024
Q3
$74.7K Buy
4,855
+589
+14% +$9.06K ﹤0.01% 900
2024
Q2
$62.2K Sell
4,266
-12
-0.3% -$175 ﹤0.01% 989
2024
Q1
$54.1K Buy
4,278
+1,264
+42% +$16K ﹤0.01% 954
2023
Q4
$40.5K Buy
3,014
+1,821
+153% +$24.5K ﹤0.01% 981
2023
Q3
$15.3K Sell
1,193
-159
-12% -$2.04K ﹤0.01% 1230
2023
Q2
$15.3K Buy
+1,352
New +$15.3K ﹤0.01% 1254