Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$341K Buy
1,220
+22
+2% +$6.14K 0.09% 179
2025
Q1
$373K Buy
1,198
+19
+2% +$5.92K 0.11% 162
2024
Q4
$307K Sell
1,179
-17
-1% -$4.43K 0.09% 183
2024
Q3
$385K Sell
1,196
-99
-8% -$31.9K 0.11% 167
2024
Q2
$405K Buy
1,295
+133
+11% +$41.6K 0.12% 156
2024
Q1
$330K Buy
1,162
+48
+4% +$13.6K 0.1% 168
2023
Q4
$321K Buy
1,114
+329
+42% +$94.8K 0.11% 167
2023
Q3
$211K Buy
+785
New +$211K 0.08% 196