Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,013
Closed -$212K 299
2024
Q4
$212K Buy
+1,013
New +$212K 0.22% 176
2024
Q1
Sell
-1,447
Closed -$314K 417
2023
Q4
$314K Buy
+1,447
New +$314K 0.25% 149
2023
Q3
Sell
-1,474
Closed -$317K 357
2023
Q2
$317K Buy
+1,474
New +$317K 0.31% 109
2020
Q2
Sell
-3,958
Closed -$547K 342
2020
Q1
$547K Buy
3,958
+1,897
+92% +$262K 0.55% 36
2019
Q4
$354K Buy
+2,061
New +$354K 0.27% 63