Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$206K Buy
54,100
+27,770
+105% +$106K 0.01% 1682
2025
Q1
$106K Buy
26,330
+8,731
+50% +$35.1K 0.01% 1859
2024
Q4
$73.2K Buy
+17,599
New +$73.2K 0.01% 1820
2024
Q2
Sell
-12,776
Closed -$32.1K 1837
2024
Q1
$32.1K Buy
+12,776
New +$32.1K ﹤0.01% 1544
2021
Q3
Sell
-7,851
Closed -$329K 675
2021
Q2
$329K Buy
+7,851
New +$329K 0.11% 324