Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$386K Buy
101,328
+441
+0.4% +$1.68K 0.05% 363
2025
Q1
$406K Buy
100,887
+5,827
+6% +$23.4K 0.05% 325
2024
Q4
$395K Buy
95,060
+87,505
+1,158% +$364K 0.04% 388
2024
Q3
$18.2K Buy
+7,555
New +$18.2K ﹤0.01% 955
2024
Q1
Sell
-2,866
Closed -$7.54K 1236
2023
Q4
$7.54K Buy
2,866
+303
+12% +$797 ﹤0.01% 790
2023
Q3
$6.48K Buy
2,563
+2,463
+2,463% +$6.23K ﹤0.01% 745
2023
Q2
$313 Buy
+100
New +$313 ﹤0.01% 762