Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$43.8K Sell
349
-3
-0.9% -$377 ﹤0.01% 1301
2025
Q1
$48.2K Sell
352
-56
-14% -$7.66K ﹤0.01% 1182
2024
Q4
$62.4K Buy
408
+63
+18% +$9.63K ﹤0.01% 1091
2024
Q3
$66.9K Sell
345
-125
-27% -$24.2K ﹤0.01% 1073
2024
Q2
$109K Buy
470
+125
+36% +$29K 0.01% 479
2024
Q1
$74.4K Buy
+345
New +$74.4K ﹤0.01% 965
2022
Q4
$2.06M Buy
+7,445
New +$2.06M 0.15% 121
2022
Q3
Sell
-510
Closed -$104K 695
2022
Q2
$104K Buy
+510
New +$104K 0.01% 674
2022
Q1
Sell
-489
Closed -$117K 706
2021
Q4
$117K Buy
+489
New +$117K 0.01% 694