Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.32K Sell
88
-274
-76% -$13.4K ﹤0.01% 2142
2025
Q1
$20.5K Buy
362
+62
+21% +$3.51K ﹤0.01% 1518
2024
Q4
$17.2K Sell
300
-500
-63% -$28.7K ﹤0.01% 1582
2024
Q3
$41.9K Buy
+800
New +$41.9K ﹤0.01% 1267
2024
Q2
Sell
-6,338
Closed -$367K 1811
2024
Q1
$367K Sell
6,338
-164
-3% -$9.5K 0.02% 461
2023
Q4
$319K Buy
+6,502
New +$319K 0.02% 434
2023
Q3
Sell
-11,978
Closed -$546K 563
2023
Q2
$546K Buy
+11,978
New +$546K 0.04% 329
2022
Q4
$487 Buy
+16
New +$487 ﹤0.01% 2173
2022
Q3
Sell
-16
Closed 836
2022
Q2
$0 Buy
+16
New ﹤0.01% 2154
2022
Q1
Sell
-376
Closed -$14K 849
2021
Q4
$14K Buy
+376
New +$14K ﹤0.01% 1428