Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$329K Sell
2,917
-1
-0% -$113 ﹤0.01% 979
2025
Q1
$271K Buy
2,918
+633
+28% +$58.7K ﹤0.01% 1029
2024
Q4
$244K Sell
2,285
-18
-0.8% -$1.92K ﹤0.01% 1099
2024
Q3
$238K Buy
+2,303
New +$238K ﹤0.01% 1126
2014
Q2
Sell
-17,169
Closed -$552K 844
2014
Q1
$552K Buy
+17,169
New +$552K 0.03% 454