Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
+256
New +$205K 0.01% 846
2025
Q1
Sell
-326
Closed -$226K 919
2024
Q4
$226K Sell
326
-2,389
-88% -$1.66M 0.01% 851
2024
Q3
$2.26M Buy
2,715
+1,780
+190% +$1.48M 0.11% 181
2024
Q2
$956K Buy
+935
New +$956K 0.05% 368
2024
Q1
Sell
-266
Closed -$201K 795
2023
Q4
$201K Buy
+266
New +$201K 0.01% 688
2023
Q3
Sell
-460
Closed -$333K 896
2023
Q2
$333K Sell
460
-290
-39% -$210K 0.01% 614
2023
Q1
$511K Buy
+750
New +$511K 0.02% 473
2022
Q4
Sell
-755
Closed -$314K 845
2022
Q3
$314K Buy
+755
New +$314K 0.02% 624
2022
Q1
Sell
-1,572
Closed -$1.25M 787
2021
Q4
$1.25M Buy
1,572
+600
+62% +$478K 0.07% 239
2021
Q3
$724K Buy
+972
New +$724K 0.03% 582
2021
Q2
Hold
0
936
2013
Q4
Sell
-35,972
Closed -$3.55M 191
2013
Q3
$3.55M Buy
+35,972
New +$3.55M 0.56% 41