Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-58
Closed -$8.52K 242
2025
Q1
$8.52K Buy
+58
New +$8.52K 0.01% 196
2024
Q4
Sell
-64
Closed -$9K 170
2024
Q3
$9K Sell
64
-65
-50% -$9.14K 0.01% 195
2024
Q2
$13K Sell
129
-25
-16% -$2.52K 0.01% 188
2024
Q1
$14K Sell
154
-95
-38% -$8.64K 0.01% 189
2023
Q4
$22.7K Buy
+249
New +$22.7K 0.02% 154