Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.69M Buy
56,555
+45,706
+421% +$1.36M ﹤0.01% 1270
2025
Q1
$313K Sell
10,849
-12,086
-53% -$348K ﹤0.01% 1697
2024
Q4
$756K Buy
+22,935
New +$756K ﹤0.01% 1411
2021
Q4
Sell
-18,687
Closed -$1.73M 1868
2021
Q3
$1.73M Buy
+18,687
New +$1.73M 0.01% 1203
2021
Q2
Sell
-15,048
Closed -$2M 1868
2021
Q1
$2M Sell
15,048
-40,604
-73% -$5.4M 0.01% 1104
2020
Q4
$9.02M Buy
+55,652
New +$9.02M 0.04% 483