Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$679K Hold
4,461
0.19% 63
2025
Q1
$655K Hold
4,461
0.22% 65
2024
Q4
$576K Buy
4,461
+4,210
+1,677% +$543K 0.2% 69
2024
Q3
$34.3K Sell
251
-115
-31% -$15.7K 0.01% 323
2024
Q2
$37.4K Sell
366
-143
-28% -$14.6K 0.01% 269
2024
Q1
$45.2K Sell
509
-628
-55% -$55.8K 0.02% 255
2023
Q4
$104K Sell
1,137
-437
-28% -$40K 0.04% 153
2023
Q3
$123K Buy
1,574
+616
+64% +$48.2K 0.05% 182
2023
Q2
$80.2K Hold
958
0.04% 137
2023
Q1
$84.2K Buy
958
+789
+467% +$69.3K 0.04% 130
2022
Q4
$16.9K Hold
169
0.01% 236
2022
Q3
$16K Sell
169
-478
-74% -$45.3K 0.01% 233
2022
Q2
$70K Sell
647
-66
-9% -$7.14K 0.05% 120
2022
Q1
$89K Buy
713
+544
+322% +$67.9K 0.06% 114
2021
Q4
$25K Buy
+169
New +$25K 0.02% 187