Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$82K Hold
14,534
﹤0.01% 1735
2025
Q1
$86K Buy
14,534
+2,133
+17% +$12.6K ﹤0.01% 1703
2024
Q4
$86K Sell
12,401
-4,033
-25% -$28K ﹤0.01% 1730
2024
Q3
$122K Hold
16,434
﹤0.01% 1671
2024
Q2
$121K Buy
16,434
+2,289
+16% +$16.9K ﹤0.01% 1678
2024
Q1
$139K Sell
14,145
-22,148
-61% -$218K ﹤0.01% 1669
2023
Q4
$310K Sell
36,293
-2,952
-8% -$25.2K ﹤0.01% 1631
2023
Q3
$278K Buy
39,245
+831
+2% +$5.89K ﹤0.01% 1660
2023
Q2
$355K Sell
38,414
-2,318
-6% -$21.4K ﹤0.01% 1593
2023
Q1
$375K Sell
40,732
-3,911
-9% -$36K ﹤0.01% 1552
2022
Q4
$373K Buy
44,643
+1,217
+3% +$10.2K ﹤0.01% 1597
2022
Q3
$318K Buy
43,426
+423
+1% +$3.1K ﹤0.01% 1639
2022
Q2
$290K Buy
+43,003
New +$290K ﹤0.01% 1714