Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$142K Buy
2,050
+357
+21% +$24.7K 0.03% 373
2025
Q1
$105K Buy
1,693
+269
+19% +$16.6K 0.03% 378
2024
Q4
$84.3K Sell
1,424
-2,204
-61% -$131K 0.01% 460
2024
Q3
$193K Sell
3,628
-5,467
-60% -$291K 0.03% 291
2024
Q2
$432K Buy
9,095
+8,927
+5,314% +$424K 0.05% 270
2024
Q1
$8.47K Sell
168
-10,065
-98% -$508K 0.02% 301
2023
Q4
$517K Buy
10,233
+3,059
+43% +$155K 0.09% 173
2023
Q3
$386K Sell
7,174
-2,397
-25% -$129K 0.11% 185
2023
Q2
$496K Buy
+9,571
New +$496K 0.08% 216