Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$281K Buy
29,541
+1,854
+7% +$17.6K 0.05% 655
2025
Q1
$336K Sell
27,687
-45,362
-62% -$551K 0.05% 635
2024
Q4
$1.03M Buy
73,049
+61,457
+530% +$863K 0.19% 148
2024
Q3
$201K Sell
11,592
-1,787
-13% -$31K 0.04% 673
2024
Q2
$221K Buy
+13,379
New +$221K 0.04% 645