Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$86.6K Sell
8,469
-62,018
-88% -$634K ﹤0.01% 1429
2025
Q1
$828K Buy
70,487
+6,278
+10% +$73.8K 0.03% 743
2024
Q4
$810K Buy
64,209
+60,620
+1,689% +$764K 0.03% 702
2024
Q3
$38.4K Buy
+3,589
New +$38.4K ﹤0.01% 1314
2024
Q1
Sell
-7,446
Closed -$76.1K 1866
2023
Q4
$76.1K Sell
7,446
-4,061
-35% -$41.5K ﹤0.01% 1253
2023
Q3
$134K Buy
11,507
+5,852
+103% +$68.2K 0.01% 1021
2023
Q2
$63.9K Buy
+5,655
New +$63.9K ﹤0.01% 1274
2023
Q1
Sell
-8,482
Closed -$90.5K 1972
2022
Q4
$90.5K Buy
+8,482
New +$90.5K 0.01% 1159