Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$123K Sell
547
-77
-12% -$17.3K 0.05% 251
2025
Q1
$102K Buy
624
+251
+67% +$41K 0.05% 275
2024
Q4
$73K Buy
373
+77
+26% +$15.1K 0.03% 313
2024
Q3
$51K Buy
296
+17
+6% +$2.93K 0.02% 350
2024
Q2
$48K Hold
279
0.02% 342
2024
Q1
$38K Buy
279
+99
+55% +$13.5K 0.02% 368
2023
Q4
$19K Sell
180
-81
-31% -$8.55K 0.01% 425
2023
Q3
$23K Buy
261
+25
+11% +$2.2K 0.02% 396
2023
Q2
$25K Hold
236
0.02% 385
2023
Q1
$21K Buy
236
+10
+4% +$890 0.02% 381
2022
Q4
$17K Buy
226
+151
+201% +$11.4K 0.01% 406
2022
Q3
$5K Buy
75
+25
+50% +$1.67K ﹤0.01% 514
2022
Q2
$4K Buy
+50
New +$4K ﹤0.01% 530