Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-10
| Closed | -$772 | – | 2132 |
|
2025
Q1 | $772 | Buy |
+10
| New | +$772 | ﹤0.01% | 2076 |
|
2023
Q3 | – | Sell |
-249
| Closed | -$23.9K | – | 2058 |
|
2023
Q2 | $23.9K | Sell |
249
-202
| -45% | -$19.4K | ﹤0.01% | 1949 |
|
2023
Q1 | $36.3K | Hold |
451
| – | – | ﹤0.01% | 1918 |
|
2022
Q4 | $33.4K | Buy |
+451
| New | +$33.4K | ﹤0.01% | 1745 |
|