Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13.9K Hold
201
﹤0.01% 314
2025
Q1
$12.4K Sell
201
-50
-20% -$3.09K ﹤0.01% 288
2024
Q4
$14.9K Hold
251
﹤0.01% 275
2024
Q3
$13.4K Hold
251
﹤0.01% 279
2024
Q2
$11.9K Sell
251
-4,393
-95% -$209K ﹤0.01% 284
2024
Q1
$232K Sell
4,644
-1,531
-25% -$76.4K 0.04% 184
2023
Q4
$322K Buy
6,175
+251
+4% +$13.1K 0.08% 97
2023
Q3
$310K Buy
5,924
+1,471
+33% +$77K 0.1% 91
2023
Q2
$230K Sell
4,453
-165
-4% -$8.54K 0.06% 121
2023
Q1
$218K Buy
+4,618
New +$218K 0.07% 116
2020
Q3
$339K Buy
+8,642
New +$339K 0.07% 129