Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$323K Buy
2,000
+245
+14% +$39.6K 0.01% 794
2025
Q1
$187K Sell
1,755
-47
-3% -$5.02K ﹤0.01% 982
2024
Q4
$222K Buy
1,802
+70
+4% +$8.64K 0.01% 880
2024
Q3
$248K Buy
1,732
+182
+12% +$26K 0.01% 836
2024
Q2
$254K Buy
1,550
+298
+24% +$48.8K 0.01% 765
2024
Q1
$156K Buy
1,252
+200
+19% +$25K ﹤0.01% 960
2023
Q4
$79K Sell
1,052
-99
-9% -$7.44K ﹤0.01% 1213
2023
Q3
$61.7K Buy
+1,151
New +$61.7K ﹤0.01% 1290