Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$357K Sell
2,575
-775
-23% -$107K 0.05% 371
2025
Q1
$535K Sell
3,350
-248
-7% -$39.6K 0.08% 281
2024
Q4
$479K Buy
3,598
+414
+13% +$55.1K 0.07% 299
2024
Q3
$432K Buy
3,184
+908
+40% +$123K 0.06% 329
2024
Q2
$336K Buy
2,276
+518
+29% +$76.4K 0.05% 338
2024
Q1
$268K Hold
1,758
0.04% 402
2023
Q4
$253K Buy
1,758
+15
+0.9% +$2.16K 0.04% 341
2023
Q3
$267K Buy
1,743
+1,196
+219% +$183K 0.12% 231
2023
Q2
$74.4K Buy
+547
New +$74.4K 0.05% 263