Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$244K Sell
4,739
-388
-8% -$20K 0.01% 986
2025
Q1
$274K Buy
5,127
+23
+0.5% +$1.23K 0.01% 896
2024
Q4
$244K Buy
5,104
+26
+0.5% +$1.24K 0.01% 936
2024
Q3
$226K Buy
5,078
+25
+0.5% +$1.11K 0.01% 1041
2024
Q2
$215K Buy
+5,053
New +$215K 0.01% 933
2018
Q2
Sell
-825
Closed -$27K 1001
2018
Q1
$27K Buy
825
+280
+51% +$9.16K 0.01% 875
2017
Q4
$20K Hold
545
0.01% 990
2017
Q3
$19K Hold
545
0.01% 793
2017
Q2
$1.23K Buy
+545
New +$1.23K 0.6% 30