Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
49,763
+48,107
+2,905% +$242K 0.01% 690
2025
Q1
$8K Hold
1,656
﹤0.01% 1245
2024
Q4
$8K Buy
1,656
+245
+17% +$1.18K ﹤0.01% 1253
2024
Q3
$5K Buy
+1,411
New +$5K ﹤0.01% 1249
2024
Q1
$5K Sell
1,411
-6,907
-83% -$24.5K ﹤0.01% 1244
2023
Q4
$28K Sell
8,318
-29,125
-78% -$98K ﹤0.01% 1221
2023
Q3
$133K Hold
37,443
0.01% 1018
2023
Q2
$128K Sell
37,443
-22,187
-37% -$75.8K 0.01% 1063
2023
Q1
$179K Hold
59,630
0.01% 965
2022
Q4
$192K Sell
59,630
-14,473
-20% -$46.6K 0.01% 971
2022
Q3
$195K Buy
74,103
+4,158
+6% +$10.9K 0.01% 1023
2022
Q2
$177K Buy
+69,945
New +$177K 0.01% 1149