Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.77K Sell
110
-4
-4% -$137 ﹤0.01% 296
2025
Q1
$4.22K Buy
+114
New +$4.22K ﹤0.01% 205
2024
Q1
Sell
-418
Closed -$19.8K 358
2023
Q4
$19.8K Sell
418
-104
-20% -$4.92K ﹤0.01% 194
2023
Q3
$21.7K Buy
+522
New +$21.7K ﹤0.01% 230
2022
Q4
Sell
-962
Closed -$32K 609
2022
Q3
$32K Buy
+962
New +$32K ﹤0.01% 306
2021
Q3
Sell
-1,732
Closed -$69K 675
2021
Q2
$69K Buy
+1,732
New +$69K ﹤0.01% 365