Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$604K Buy
1,987
+769
+63% +$234K 0.02% 643
2025
Q1
$327K Sell
1,218
-132
-10% -$35.4K 0.01% 828
2024
Q4
$332K Sell
1,350
-436
-24% -$107K 0.01% 824
2024
Q3
$407K Buy
1,786
+709
+66% +$161K 0.01% 788
2024
Q2
$217K Buy
1,077
+37
+4% +$7.46K 0.01% 927
2024
Q1
$203K Buy
+1,040
New +$203K 0.01% 941
2018
Q2
Sell
-778
Closed -$80K 1167
2018
Q1
$80K Sell
778
-22
-3% -$2.26K 0.02% 541
2017
Q4
$92K Sell
800
-14
-2% -$1.61K 0.02% 515
2017
Q3
$91K Buy
814
+770
+1,750% +$86.1K 0.04% 373
2017
Q2
$1 Sell
44
-61
-58% -$1 ﹤0.01% 1352
2017
Q1
$10K Buy
105
+14
+15% +$1.33K 0.01% 852
2016
Q4
$8K Buy
+91
New +$8K 0.01% 845