Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.64K Sell
90
-158
-64% -$8.14K ﹤0.01% 1120
2025
Q1
$13.3K Sell
248
-202
-45% -$10.8K ﹤0.01% 985
2024
Q4
$21.5K Sell
450
-35,412
-99% -$1.69M ﹤0.01% 965
2024
Q3
$1.59M Buy
35,862
+820
+2% +$36.5K 0.05% 282
2024
Q2
$1.49M Buy
35,042
+28,125
+407% +$1.2M 0.05% 287
2024
Q1
$287K Buy
6,917
+1,158
+20% +$48.1K 0.01% 525
2023
Q4
$211K Sell
5,759
-72
-1% -$2.64K 0.01% 554
2023
Q3
$207K Sell
5,831
-263
-4% -$9.36K 0.01% 539
2023
Q2
$207K Sell
6,094
-106
-2% -$3.6K 0.01% 555
2023
Q1
$214K Sell
6,200
-2,072
-25% -$71.4K 0.01% 534
2022
Q4
$272K Sell
8,272
-3,052
-27% -$100K 0.01% 503
2022
Q3
$340K Sell
11,324
-86
-0.8% -$2.58K 0.02% 457
2022
Q2
$333K Buy
+11,410
New +$333K 0.02% 463