Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$600K Buy
2,648
+72
+3% +$16.3K 0.16% 141
2025
Q1
$428K Buy
2,576
+28
+1% +$4.65K 0.13% 144
2024
Q4
$503K Sell
2,548
-17
-0.7% -$3.36K 0.14% 138
2024
Q3
$445K Buy
2,565
+19
+0.7% +$3.3K 0.12% 152
2024
Q2
$443K Buy
2,546
+71
+3% +$12.3K 0.13% 149
2024
Q1
$337K Buy
2,475
+417
+20% +$56.7K 0.1% 167
2023
Q4
$214K Buy
+2,058
New +$214K 0.07% 208