Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$35.9K Sell
1,601
-11,993
-88% -$269K 0.01% 260
2025
Q1
$309K Sell
13,594
-10,944
-45% -$249K 0.06% 159
2024
Q4
$492K Sell
24,538
-148,458
-86% -$2.98M 0.09% 133
2024
Q3
$4.06M Buy
172,996
+157,991
+1,053% +$3.71M 0.75% 39
2024
Q2
$465K Buy
15,005
+13,262
+761% +$411K 0.09% 122
2024
Q1
$77K Sell
1,743
-1,175
-40% -$51.9K 0.01% 209
2023
Q4
$147K Buy
2,918
+1,459
+100% +$73.3K 0.04% 131
2023
Q3
$51.9K Buy
+1,459
New +$51.9K 0.02% 137
2020
Q3
$471K Buy
+9,114
New +$471K 0.09% 107