Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$45.3K Buy
401
+2
+0.5% +$226 0.01% 420
2025
Q1
$37K Sell
399
-27
-6% -$2.5K 0.01% 412
2024
Q4
$45.5K Buy
426
+27
+7% +$2.88K 0.01% 398
2024
Q3
$41.2K Buy
399
+2
+0.5% +$207 0.01% 419
2024
Q2
$35K Buy
397
+14
+4% +$1.23K 0.01% 414
2024
Q1
$37.6K Buy
383
+22
+6% +$2.16K 0.01% 397
2023
Q4
$33.4K Sell
361
-13
-3% -$1.2K 0.01% 400
2023
Q3
$31.1K Buy
374
+11
+3% +$913 0.01% 376
2023
Q2
$30.7K Buy
363
+24
+7% +$2.03K 0.02% 370
2023
Q1
$28.6K Buy
339
+22
+7% +$1.86K 0.02% 358
2022
Q4
$26.9K Buy
317
+90
+40% +$7.64K 0.02% 345
2022
Q3
$16K Sell
227
-297
-57% -$20.9K 0.01% 376
2022
Q2
$34K Sell
524
-108
-17% -$7.01K 0.02% 301
2022
Q1
$49K Buy
+632
New +$49K 0.03% 289