Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$99.6K Buy
+17,655
New +$99.6K 0.02% 804
2024
Q3
Sell
-44,748
Closed -$239K 900
2024
Q2
$239K Buy
44,748
+15,166
+51% +$80.8K 0.04% 613
2024
Q1
$147K Buy
+29,582
New +$147K 0.03% 673
2023
Q3
Sell
-41,881
Closed -$346K 787
2023
Q2
$346K Sell
41,881
-10,768
-20% -$89.1K 0.1% 400
2023
Q1
$326K Buy
+52,649
New +$326K 0.11% 380
2022
Q4
Sell
-11,306
Closed -$93K 712
2022
Q3
$93K Buy
+11,306
New +$93K 0.04% 553