Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$364K Buy
6,701
+1,922
+40% +$104K 0.01% 546
2025
Q1
$241K Buy
+4,779
New +$241K 0.01% 499
2020
Q1
Sell
-1,220
Closed -$31K 666
2019
Q4
$31K Buy
+1,220
New +$31K 0.01% 280
2019
Q3
Sell
-200
Closed -$4.88K 490
2019
Q2
$4.88K Buy
+200
New +$4.88K ﹤0.01% 282