Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$656K Buy
+77,428
New +$656K 0.11% 350
2025
Q1
Sell
-58,974
Closed -$408K 878
2024
Q4
$408K Buy
+58,974
New +$408K 0.07% 512
2023
Q3
Sell
-32,041
Closed -$193K 675
2023
Q2
$193K Buy
+32,041
New +$193K 0.05% 589
2021
Q2
Sell
-10,024
Closed -$85K 332
2021
Q1
$85K Buy
+10,024
New +$85K 0.15% 191