Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.29K Buy
30
+1
+3% +$143 ﹤0.01% 240
2025
Q1
$3.65K Buy
+29
New +$3.65K ﹤0.01% 269
2024
Q2
Sell
-22
Closed -$3.67K 332
2024
Q1
$3.67K Sell
22
-77
-78% -$12.8K ﹤0.01% 263
2023
Q4
$19.4K Sell
99
-49
-33% -$9.62K ﹤0.01% 205
2023
Q3
$22.6K Buy
+148
New +$22.6K ﹤0.01% 213
2022
Q2
Sell
-387
Closed -$55K 532
2022
Q1
$55K Buy
+387
New +$55K ﹤0.01% 344
2020
Q4
Sell
-453
Closed -$44K 450
2020
Q3
$44K Buy
453
+182
+67% +$17.7K ﹤0.01% 236
2020
Q2
$28K Buy
+271
New +$28K ﹤0.01% 227