Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$821K Buy
119,042
+72,339
+155% +$499K ﹤0.01% 300
2025
Q1
$383K Sell
46,703
-53,297
-53% -$437K ﹤0.01% 432
2024
Q4
$474K Buy
+100,000
New +$474K ﹤0.01% 394