Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$242K Hold
3,495
0.14% 145
2025
Q1
$216K Hold
3,495
0.14% 155
2024
Q4
$207K Hold
3,495
0.13% 162
2024
Q3
$186K Hold
3,495
0.11% 179
2024
Q2
$166K Sell
3,495
-200
-5% -$9.5K 0.1% 180
2024
Q1
$184K Hold
3,695
0.11% 174
2023
Q4
$187K Buy
+3,695
New +$187K 0.12% 154