Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$611K Buy
11,240
+214
+2% +$11.6K 0.01% 785
2025
Q1
$641K Buy
11,026
+9
+0.1% +$523 0.01% 720
2024
Q4
$760K Sell
11,017
-3
-0% -$207 0.01% 698
2024
Q3
$734K Buy
+11,020
New +$734K 0.01% 678
2023
Q2
Sell
-376
Closed -$18K 722
2023
Q1
$18K Hold
376
﹤0.01% 540
2022
Q4
$16K Hold
376
﹤0.01% 539
2022
Q3
$17K Hold
376
0.01% 523
2022
Q2
$20K Hold
376
0.01% 520
2022
Q1
$25K Sell
376
-210
-36% -$14K 0.01% 531
2021
Q4
$79K Buy
586
+538
+1,121% +$72.5K 0.03% 377
2021
Q3
$5K Buy
+48
New +$5K ﹤0.01% 484