Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$466K Sell
5,077
-728
-13% -$66.8K ﹤0.01% 1405
2025
Q1
$511K Sell
5,805
-3,873
-40% -$341K ﹤0.01% 1288
2024
Q4
$895K Sell
9,678
-12,411
-56% -$1.15M 0.01% 1036
2024
Q3
$2.05M Buy
22,089
+13,868
+169% +$1.29M 0.02% 621
2024
Q2
$616K Buy
+8,221
New +$616K 0.01% 1166