Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-119
Closed -$19K 898
2025
Q1
$19K Buy
119
+30
+34% +$4.79K ﹤0.01% 867
2024
Q4
$11.8K Hold
89
﹤0.01% 951
2024
Q3
$12.9K Buy
89
+15
+20% +$2.18K ﹤0.01% 939
2024
Q2
$10.9K Hold
74
﹤0.01% 920
2024
Q1
$11.8K Buy
+74
New +$11.8K ﹤0.01% 902