Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$24K Sell
2,278
-274
-11% -$2.88K ﹤0.01% 1534
2025
Q1
$31.7K Sell
2,552
-18
-0.7% -$224 ﹤0.01% 1360
2024
Q4
$33.1K Buy
2,570
+114
+5% +$1.47K ﹤0.01% 1355
2024
Q3
$49.3K Buy
2,456
+247
+11% +$4.96K ﹤0.01% 1192
2024
Q2
$38.8K Buy
2,209
+9
+0.4% +$158 ﹤0.01% 724
2024
Q1
$39.4K Buy
+2,200
New +$39.4K ﹤0.01% 1202
2022
Q4
$63.3K Buy
+2,200
New +$63.3K ﹤0.01% 908
2022
Q3
Sell
-2,200
Closed -$46K 571
2022
Q2
$46K Buy
+2,200
New +$46K ﹤0.01% 969
2022
Q1
Sell
-2,221
Closed -$54K 578
2021
Q4
$54K Buy
+2,221
New +$54K ﹤0.01% 964