Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-37,291
Closed -$155K 1325
2024
Q4
$155K Buy
+37,291
New +$155K 0.01% 944
2024
Q1
Sell
-26,088
Closed -$69K 1378
2023
Q4
$69K Buy
26,088
+7,694
+42% +$20.4K 0.01% 1114
2023
Q3
$47K Sell
18,394
-9,750
-35% -$24.9K ﹤0.01% 909
2023
Q2
$88K Buy
+28,144
New +$88K 0.01% 1063
2021
Q1
Sell
-14,337
Closed -$567K 1570
2020
Q4
$567K Buy
+14,337
New +$567K 0.06% 402