Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$271K Hold
5,253
0.04% 315
2025
Q1
$281K Hold
5,253
0.04% 400
2024
Q4
$251K Hold
5,253
0.03% 403
2024
Q3
$234K Hold
5,253
0.03% 444
2024
Q2
$224K Hold
5,253
0.03% 385
2024
Q1
$218K Sell
5,253
-629
-11% -$26.1K 0.04% 382
2023
Q4
$216K Hold
5,882
0.05% 364
2023
Q3
$209K Buy
+5,882
New +$209K 0.05% 338