Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$153K Buy
194
+59
+44% +$46.6K 0.03% 361
2025
Q1
$90.1K Sell
135
-65
-33% -$43.4K 0.02% 402
2024
Q4
$139K Hold
200
0.02% 376
2024
Q3
$167K Hold
200
0.03% 309
2024
Q2
$207K Sell
200
-2
-1% -$2.07K 0.03% 416
2024
Q1
$201K Buy
202
+196
+3,267% +$195K 0.38% 43
2023
Q4
$4.54K Sell
6
-202
-97% -$153K ﹤0.01% 860
2023
Q3
$122K Sell
208
-4
-2% -$2.35K 0.04% 372
2023
Q2
$156K Buy
+212
New +$156K 0.03% 418