Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,049
Closed -$278K 1884
2024
Q4
$278K Sell
5,049
-3,251
-39% -$179K ﹤0.01% 1595
2024
Q3
$555K Buy
8,300
+633
+8% +$42.4K 0.01% 1298
2024
Q2
$425K Sell
7,667
-1,604
-17% -$88.9K ﹤0.01% 1331
2024
Q1
$474K Buy
9,271
+743
+9% +$38K 0.01% 1282
2023
Q4
$371K Buy
8,528
+1,878
+28% +$81.7K ﹤0.01% 1324
2023
Q3
$274K Sell
6,650
-598
-8% -$24.6K ﹤0.01% 1420
2023
Q2
$321K Buy
+7,248
New +$321K ﹤0.01% 1377
2020
Q3
Sell
-178
Closed -$2K 544
2020
Q2
$2K Buy
+178
New +$2K ﹤0.01% 1732
2020
Q1
Sell
-16
Closed 1898
2019
Q4
$0 Buy
+16
New ﹤0.01% 1803