Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$44.3K Sell
341
-33
-9% -$4.29K ﹤0.01% 1298
2025
Q1
$45K Buy
374
+8
+2% +$962 ﹤0.01% 1213
2024
Q4
$42.7K Sell
366
-244
-40% -$28.5K ﹤0.01% 1257
2024
Q3
$91.7K Buy
+610
New +$91.7K ﹤0.01% 950
2024
Q2
Sell
-2,092
Closed -$414K 2282
2024
Q1
$414K Sell
2,092
-25
-1% -$4.95K 0.02% 431
2023
Q4
$368K Sell
2,117
-95
-4% -$16.5K 0.02% 399
2023
Q3
$346K Sell
2,212
-468
-17% -$73.2K 0.02% 388
2023
Q2
$440K Buy
+2,680
New +$440K 0.03% 371
2022
Q4
$503K Buy
3,817
+176
+5% +$23.2K 0.04% 350
2022
Q3
$390K Sell
3,641
-1,211
-25% -$130K 0.03% 358
2022
Q2
$507K Buy
+4,852
New +$507K 0.04% 317
2022
Q1
Sell
-18
Closed -$2K 1537
2021
Q4
$2K Buy
+18
New +$2K ﹤0.01% 1975