Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$286K Buy
+40,674
New +$286K 0.05% 652
2025
Q1
Sell
-58,409
Closed -$481K 1252
2024
Q4
$481K Buy
58,409
+43,044
+280% +$354K 0.09% 451
2024
Q3
$114K Buy
+15,365
New +$114K 0.03% 730
2024
Q1
Sell
-25,240
Closed -$372K 1071
2023
Q4
$372K Buy
+25,240
New +$372K 0.09% 421
2023
Q2
Sell
-11,443
Closed -$101K 973
2023
Q1
$101K Buy
+11,443
New +$101K 0.03% 598