Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$108K Buy
+10,006
New +$108K ﹤0.01% 2302
2024
Q3
Sell
-10,716
Closed -$88.1K 2404
2024
Q2
$88.1K Buy
+10,716
New +$88.1K ﹤0.01% 2242
2023
Q4
Sell
-10,228
Closed -$67.8K 2227
2023
Q3
$67.8K Hold
10,228
﹤0.01% 1964
2023
Q2
$80.6K Sell
10,228
-505
-5% -$3.98K ﹤0.01% 1944
2023
Q1
$66.2K Sell
10,733
-2,661
-20% -$16.4K ﹤0.01% 1894
2022
Q4
$86.8K Buy
+13,394
New +$86.8K ﹤0.01% 928