Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$25.4K Sell
161
-4,498
-97% -$710K ﹤0.01% 1517
2025
Q1
$629K Buy
4,659
+2,084
+81% +$281K 0.03% 434
2024
Q4
$371K Buy
2,575
+64
+3% +$9.22K 0.02% 537
2024
Q3
$409K Buy
+2,511
New +$409K 0.02% 509
2022
Q3
Sell
-31
Closed -$3K 1381
2022
Q2
$3K Buy
+31
New +$3K ﹤0.01% 1795
2022
Q1
Sell
-400
Closed -$36K 1380
2021
Q4
$36K Buy
+400
New +$36K ﹤0.01% 1111