Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$211K Sell
2,307
-636
-22% -$58.2K 0.02% 563
2025
Q1
$259K Buy
2,943
+541
+23% +$47.7K 0.03% 498
2024
Q4
$222K Buy
2,402
+1,385
+136% +$128K 0.02% 506
2024
Q3
$94.1K Buy
1,017
+713
+235% +$66K 0.01% 727
2024
Q2
$22.6K Buy
304
+189
+164% +$14.1K ﹤0.01% 991
2024
Q1
$9.89K Buy
+115
New +$9.89K ﹤0.01% 1019