Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$355K Sell
3,149
-10,858
-78% -$1.23M ﹤0.01% 691
2025
Q1
$1.3M Buy
14,007
+970
+7% +$89.9K 0.01% 450
2024
Q4
$1.39M Buy
13,037
+5,680
+77% +$607K 0.01% 452
2024
Q3
$760K Sell
7,357
-290
-4% -$29.9K ﹤0.01% 565
2024
Q2
$674K Sell
7,647
-17,476
-70% -$1.54M ﹤0.01% 545
2024
Q1
$2.46M Buy
25,123
+20,001
+390% +$1.96M 0.02% 371
2023
Q4
$473K Buy
+5,122
New +$473K ﹤0.01% 782