Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-65,626
Closed -$637K 446
2025
Q1
$637K Buy
+65,626
New +$637K 0.04% 226
2022
Q4
Sell
-213,681
Closed -$2.29M 96
2022
Q3
$2.29M Buy
+213,681
New +$2.29M 0.08% 195
2021
Q3
Sell
-35,645
Closed -$408K 1339
2021
Q2
$408K Buy
+35,645
New +$408K 0.01% 443
2020
Q2
Sell
-108
Closed -$1K 1122
2020
Q1
$1K Buy
+108
New +$1K ﹤0.01% 865