Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$91.8K Buy
813
+238
+41% +$26.9K 0.02% 582
2025
Q1
$53.3K Buy
+575
New +$53.3K 0.01% 760
2024
Q4
Sell
-817
Closed -$84.4K 1576
2024
Q3
$84.4K Buy
+817
New +$84.4K 0.02% 472
2024
Q1
Sell
-546
Closed -$50.5K 1577
2023
Q4
$50.5K Buy
+546
New +$50.5K 0.01% 294