Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-50,604
Closed -$1.68M 1237
2025
Q1
$1.68M Buy
+50,604
New +$1.68M 0.26% 58
2024
Q1
Sell
-21,045
Closed -$384K 1061
2023
Q4
$384K Buy
+21,045
New +$384K 0.1% 402
2023
Q3
Sell
-33,651
Closed -$760K 1002
2023
Q2
$760K Buy
+33,651
New +$760K 0.21% 158