Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$187K Buy
9,474
+3,176
+50% +$62.6K 0.01% 392
2025
Q1
$122K Buy
+6,298
New +$122K 0.01% 447
2024
Q4
Sell
-3,162
Closed -$60.2K 1258
2024
Q3
$60.2K Sell
3,162
-124,081
-98% -$2.36M ﹤0.01% 575
2024
Q2
$2.07M Buy
127,243
+117,916
+1,264% +$1.92M 0.07% 124
2024
Q1
$185K Buy
+9,327
New +$185K 0.01% 487